Reprocess
Web Organizers

You can recreate, retransmit, and re-retrieve
Web Organizers
as needed.

Recreate and retransmit

When you retransmit an
Web Organizer
to a client's portal, it overrides the existing organizer in the client's portal.
  1. Select
    File
    then
    Print Organizers
    to reassemble the organizer.
  2. If you're not already in the client you're reprocessing, select
    Clients
    to select the client.
  3. Select
    Web
    in the
    Print What
    section.
  4. Select
    Assemble
    .
  5. Select
    CS Connect
    .
  6. Go to the
    Options
    tab. In the
    Purpose of Connect
    section, set the
    Web Delivery: Transmit organizers
    to
    Yes
    .
  7. Go to the
    Web Organizer
    tab. Select the clients you want to transmit the
    Web Organizer
    to.
  8. Select
    Connect
    to transmit the
    Web Organizer
    . The selected clients will receive an email alerting them that the
    Web Organizers
    are available for data entry, and instructions on how to access them.
After your client completes data entry and selects
Send to Preparer
in their portal, the updated
Organizer
is available to retrieve via
CS Connect
.

Re-retrieve

You can re-retrieve
Web Organizers
via
CS Connect
. To do this, have the client select
Send to Preparer
in their portal once again. To retrieve the data again, use
CS Connect
to pull in the
Organizer
information.
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