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Organizer setup and options

Change the email greeting for email and Web Organizers

Email and Web Organizers have an email greeting that gives information about accessing the PDF (for email) or signing into NetClient (for Web). The Web Organizer email greeting also mentions any documents in their portal they should be aware of.
You may want to make changes to these emails, like include how your client should give you their supporting documents (like W-2 and 1099 forms). If you make changes, you'll need to do so before you send the email and/or Web Organizers to your clients.
  1. Go to
    Setup
    , then select the entity you want to edit the greeting for.
  2. Go to the
    Organizer
     tab.
  3. Select
    Letters & Emails
    .
  4. Go to the
    Email
     tab.
  5. Select the greeting you want to edit, then select
    Open
    .
  6. Make changes to your greeting.
    note
    Borders, font changes, graphics, and other formatting changes won't appear in email greetings. Making formatting changes to these greetings can prevent it from displaying properly. Make sure you don't have any extra formatting and you have the font set to Times New Roman, 11 point.
  7. If you want to add custom paragraphs into the greeting, you can add pre-defined ones or create your own. You can make it so that custom paragraphs appear for all clients, or set conditions so they only appear for certain clients.
  8. Save your changes using the Save icon or by going to
    Document
    , then
    Save
    .
  9. Close out of the Document using the icon or going to
    Document
    , then
    Close
    .
  10. Optional for Email Organizers: Email Organizers include a PDF (and XLS for business organizers) attachment that is password protected. You can determine how you want to explain what your client's password is in the email. To do so:
    1. Go to
      Setup
      , then
      Client Communications
      .
    2. Select the
      Password
       button in the Options group area.
    3. In the
      Communication of PDF / XLS passwords from within the client communication
       area, select an option.
    4. Select
      OK
       to save your changes.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Documents,Organizer

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