Jdave8232
Level 1
04-20-2020
09:39 PM
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I invited my new client on Link and only put the Engagement Letter in the request. Is there a way to add the Document Checklist now so she can upload PDF on her side? I can't find a way to make another request after the first one.
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itonewbie
Level 15
04-20-2020
10:42 PM
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- On the homepage for PTO, click on Intuit Link;
- On the line for the client in whose Document Checklist you would like to add an item, click on View request under the ACTIONS column;
- Click on Edit;
- On the line for Document Checklist, click on Edit;
- Scroll to the bottom of the screen, click on +Add Item;
- Edit your Q&A;
- Click on Preview to view how it looks before saving or hit Save when complete;
- Check the box for Notify client (so that your client will be informed of the new request);
- Click Save;
- Edit the stock message in the popup to notify client of the new request;
- Click Send email when complete (P.S. you won't get a copy of the message by email or in Link)
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Jdave8232
Level 1
04-22-2020
08:08 AM
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Thanks so much! My first try using the Community resource. I appreciate the feedback.
itonewbie
Level 15
04-22-2020
03:01 PM
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Glad it helps, @Jdave8232! See you around.
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Still an AllStar
Still an AllStar