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Resending checklist

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Resending checklist

When you invite a client to use the Intuit Link but opted not to send the Checklist or Questionnaire, please give us the ability to send out these helpful lists to the Intuit Link easily a second time.  The only way I can do it now is to delete the client and re-transfer them in so that I can re-invite them to get a chance to send them the checklist.

Status: New
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Level 15

When you're in Intuit Link, click on the Add Request button and select the template to use.  You can then edit, add, or delete each item as you see fit.

Level 15

And make sure you then select the option to notify your client of these new requests by email, so that your client wouldn't be surprise and know to act on these.

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