Review Queue - Release to Client (10/24)

Release to Client

1. Click the Release to Client button at the top of the Review Document for Client page to release the document and generate the email notification to the client. 
   
2. The Title will be prefilled.
3. You may select a Message Template from the drop-down menu or proceed with the set default of I will create a message. Click here for instructions to set up Message Templates.
4. Click the View Prior Messages button to view a list of the Email messages and Client Notes uploaded through the review queue for this client in this category for the last 12 months.
5. The Email Message box displays the text from the selected Message Template, if applicable. You may also enter a message to the client.
6. The Notes to Client field populates with the information saved from the review queue. They will be displayed on the Document download screen of the client's portal. The Client Notes are not included in the notification email sent to the client.
7. The Department field will be prefilled. Click the drop-down to change the Department.
8. You can schedule a reminder to the sender if the client has not opened the file within a preselected number of days. Click the drop-down menu in the Send Follow-up Message field to set the reminder due date. These reminders can be found using the Follow-up Notices under Files on the left menu.  Follow-up email notices are not sent automatically. An email will be sent to the sender on the due date to resend the email or delete the reminder. 
9. Email notification options:
   
   
   • Send email notification from the department selected—An email will be sent to the client from the email address associated with the selected department.
   • Send email notification from the logged-in user—An email will be sent to the client from the logged-in user.
10. Click the Client cannot delete files slider button to prevent the client from deleting the uploaded file.  You may set the default for all uploads from the Office Profile.
11. Click the slider button to Include a link to the file in the notice email to the client.  The email notification will have a link that requires the client to log into the portal and then takes the client directly to the Document screen to access the file. You may set the default for all uploads from the Office Profile.
12. Click the Backdate slider button to have a document placed in your client's prior year folder. Click on the drop-down to select one of the previous years for the backdate.
13. Click the Delivery to Client Date drop-down to postdate the delivery of the document to your client. 
14. The Time Zone is a required field for the Postdated files.  You may select the time of delivery. Otherwise, the email notification will be sent to the client sometime after midnight (Eastern Time) on the delivery date.
15. Click the blue Send button to release to the client. The document will be removed from the Review Queue.  An email notification will be sent to the client.