Organizers List (Basic): View, Remove, Archive, Seal, Export, Print
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TaxDome gives you lots of tools to manage your clients’ organizers. Here, we show you everything you need to know to view, remove, archive, seal, export and print them.
- Seeing All Organizers for One Account
- Viewing Client Answers
- Sealing Organizers
- Renaming Organizers
- Exporting Organizers
- Printing Organizers
- Archiving Organizers
- Deleting Organizers
Seeing All Organizers for One Account
To manage a client organizers, go to Clients from the left sidebar menu, click on the client account, then open the Organizers tab. The circle displayed to the right of the Organizers tab shows how many pending organizers an account has. If there are no organizers here, you haven’t sent one out yet.
Once the client has received an organizer, you’ll see the following:
- NAME: what the organizer is called.
- LAST UPDATED: when the organizer was created or last updated by the client. All changes made by the client are saved in real time.
- STATUS: If the client started to fill out the organizer but didn’t completed it, the status tag will say PENDING. If the client or a team member submitted the organizer, the status tag will say FINISHED.
- PROGRESS: The first figure is the number of answered questions; the second, the total number of questions.
- SEALED: You'll see this tag when a team member has sealed the organizer to prevent the client from making new changes (for more details, go here).
Viewing Client Answers
Click the name of the organizer to view the information your client provided. Answers from the client are displayed on one page.
The client might leave some answers to some questions blank. By default, those questions will no longer be displayed when you view the organizer. You can, however, display them by toggling on Show hidden questions and Show unanswered questions at the top of the page.
When you toggle these on, keep in mind:
- When you reload the organizer, the toggles switch back off.
- If you want to print hidden or unanswered questions, toggle on both of them.
If you need a client to stop making changes to an organizer, seal it. Click the three dots to the far right of the organizer’s name, then select Seal.
To set an organizer to seal automatically after the client has submitted it, toggle on Automatically seal after the submission when you create or edit the organizer template.
Note: Automatically seal after the submission works even if you are submitting organizers on behalf of a client. For more details, go here.
By default, organizers sent to clients are unsealed. When you seal them, you’ll see a tag that says Sealed. Clients won`t see sealed organizers in the to-do list.
If you want a client to have access to the organizer again, click the three dots to the far right of its name and select Unseal.
By default, the name of an organizer is the same as its template’s. You can change it either when you create the organizer or at some later point. To change it, click the three dots to the far right of the organizer’s name, then select Rename.
Note: Though clients can choose custom names for organizers when they create them, they won’t be able to rename them later.
You can always export a completed organizer to an external spreadsheet for analysis. A CSV file will contain conditional logic jumps (excluding the questions that don’t fall under the logic) as well as additional sections copied and completed by the client (if any).
Go to the Organizers tab for in the client’s account, click the three dots to the right of the organizer in the list, then select Export.
Feel free to leave the page. Once the export is completed, you’ll receive an email with an attached zipped CSV file.
An exported CSV file looks like this:
Tip: If you open a CSV file in Excel, it will automatically cut leading zeros (e.g., 001 becomes 1). To find out how to retain them, go here.
You can print one organizer or multiple organizers at once.
- To print one organizer, whether pending or completed, click the three dots to the right of the organizer in the list, then select Print.
Your browser will prompt you to print the organizer:
- To print multiple organizers, click the print icon at the top right of the Organizers page.
By default, the organizer list displays 25 per page. If you want to print more, select the number you’d prefer in the Rows per page menu at the bottom left of the page prior to printing.
Tip: By default, the unanswered questions won’t print. If you want to print them, toggle on Show unanswered questions and Show hidden questions or both. For more details about this, go here.
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Once an organizer is completed, it’s better to archive than delete it—you may need to go back to it. When you archive an organizer, you still have access to it. However, an archived organizer cannot be sealed, exported, printed or submitted. And because it is a record, you cannot edit it.
Note: Link archived organizers to jobs. By default, they won’t be displayed. To see all organizers, click the Filter button, select All, then click Apply.
Click the three dots to the right of the organizer you want to archive, then select Archive. The organizer is then moved from the Active to the Archived tab. Clients won`t see archived organizers in the to-do list.
If you’ve archived an organizer but need it again: Open the Archived tab, click on the three dots to the right of the organizer’s name, then select Restore.
Unlike archived organizers, deleted ones cannot be restored. To remove an organizer for good, click the three dots to the far right of the organizer’s name, select Delete, then click DELETE to confirm (this does not affect the original template).