Include review notes in Organizer

To include review notes in your clients' paper or email PDF organizers, follow these steps:
  1. Select
    Setup
    ,
    1040 Individual
    , the
    Organizer
    tab, then the
    Organizer
    button in the Collation section.
  2. Select
    Review Notes
    in the client section.
  3. Select 1 of the following print conditions:
    • If data
    • Never
    • Always
  4. Mark the
    Include in Electronic Org
    checkbox to include the review notes in email PDF client organizers.
  5. Select
    OK
    twice to close the windows.
A Web Organizer only includes review notes in a retrieved Web Organizer stored in FileCabinet CS. The client won't see review notes when signed in to their Web Organizer in NetClient CS, or in the PDF copy if they use the Create PDF option in the Web Organizer.

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