Delivered: Action Menu

The purpose of all of the Action Menu options in the Delivered section, as well as when and how to use them are outlined below. This reporting section displays all documents that have been delivered to the client but have not been archived. 

Unlock Client Portal

Taxpayers can be locked out of their Client Portal account by entering an incorrect/expired access code. 

Please note:

SafeSend Support cannot unlock Client Portal accounts, this action must be performed by the firm.

1. Click the Action(...) menu. 
2. Click Unlock Recipient(s). 
   • This option only appears if the Client Portal account is locked. 
3. Click Unlock for any locked clients.

Download Documents

This option allows you to download signed forms. 

Please note:

Documents in any status can be downloaded. Only documents in an E-Signed status contain an audit report. 

1. Click Download. 
2. Click the file name to download an individual PDF OR
3. Click Download All to download a .ZIP file containing all signed documents.

Resend Access Link

This option allows you to send the access link to the recipient again.

Please note:

This option is only available for recipients who have already signed. To resend the link to a recipient who has not signed, use the Send Reminder button. 

1. Click the Action(...) menu. 
2. Click Resend Access Link.
3. Click Resend Link. 

Set Access

You can restrict access to any document to the users of your choice. System Admins have access to all documents regardless of Set Access settings but may be restricted by Office Location settings. 

1. Click the Action(...) menu. 
2. Click Set Access.
3. Drag and drop users from the Available Users column to the Users with Access Rights to grant them access to the document. 
   
   • If there are no user rights restrictions, Everyone will appear under the Users with Access Rights column.
4. Drag and drop users from Users with Access Rights to Available Users to restrict access to the document. 
5. Click Save to confirm any changes. 

Cancel Document

You can cancel a document to render the access link(s) to the document invalid. The line item stays in the Delivered section for your records. Recipients no longer have access to the document(s). 

1. Click the Action(...) menu. 
2. Click Cancel Document.
3. Click Yes, Cancel it. 
4. Enter the reason for canceling the document.
   • This can be referenced later by clicking the Canceled status in the Status column. 
5. Click Cancel Document. 

View Access Code

This option allows you to view or generate an access code for the document recipient. 

Please note:

• You can only view/generate access codes for documents that have access code authentication required OR have a Client Portal account. 
• The client must have requested at least one access code for this option to be available. 
• The code is not re-sent to the recipient's phone or email address; it must be provided by other means. 

Document

1. Locate the document and select the More (...) icon.
2. Click View Access Code. 
3. Click the Direct Document tab. 
4. View the most current access code OR
5. Click Generate Access Code to generate a new code for the taxpayer.

Client Portal 

1. Locate the document and select the More (...) icon.
2. Click View Access Code. 
3. Click the Client Portal tab. 
4. View the most current access code OR
5. Click Generate Access Code to generate a new code for the taxpayer.

Send Reminder

You can manually send a reminder to the client so that they can sign their document(s). The reminder email is delivered immediately. You can also adjust scheduled automated reminders. These options are only available for documents that have not been signed. 

Send Reminder Now

1. Click the Action (...) menu.
2. Click Send Reminder.
3. Click the Send Reminder Now tab.
   • A red warning appears if automated reminders are enabled. 
4. Click Send.

Schedule Automated Reminder

1. Click the Action (...) menu.
2. Click Send Reminder.
3. Click the Schedule Automated Reminder tab. 
4. Click the Signing Reminder toggle on or off. 
5. Click the Send Signing Reminder drop-down to select a reminder time frame (if reminders are turned on). 
6. Click Save to save any changes made. 

Document Note

You can view or add notes to your Signature documents. Any user with access to the document can also view or edit the note. 

1. Click the Action (...) menu.
2. Click Document Note.
3. Type the note into the Document Note window.
4. Click Save. 
   • If editing the note click Update to save any changes. 

Client Tracking

This option allows you to see the actions taken by the firm and the client. 

1. Click the Action(...) menu.
2. Click Client Tracking.
3. Review client tracking events. 

Edit Client Details

This option allows you to edit the recipient(s) email address and authentication method. 

Please note:

Recipient Information can only be edited for unsigned documents. 

1. Click the Action(...) menu.
2. Click Edit Client Details. 
3. Edit the Client ID. 
4. Edit the Client Name. 
5. Click the Office Location drop-down to select a different location. 
6. Edit the recipient(s) email address. 
7. Click the Authentication Method drop-down to change the authentication method. 
8. Click Save to save any changes made. 

Report a Problem

This option allows you to send a report from a specific document to our Support team. This provides them with additional document details that may be useful for troubleshooting. 

1. Click the Action(...) menu.
2. Click Report a Problem. 
3. Enter a Description of the issue. The more details, the better. 
4. Click Submit to send the report to our Support team.

Delete Document

This option allows you to move the document from the Delivered section to the Recycle Bin section. Deleted documents can be restored or permanently deleted. Clients cannot access items in the Recycle bin or deleted items. Permanent deletion is not recommended. 

Delete

1. Click the Action(...) menu.
2. Click Delete Document.
3. Click Confirm to delete. 

Restore

1. Navigate to the Recycle Bin under Signatures in the left panel.
2. Check the box to the left of the client's name.
3. Click the Restore button above.
4. Click Yes to restore the document(s).

The document is moved back to the Delivered section.  

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