Bulk Exporting Organizers from ATX
Note: Pages coming before the first page of the organizer, client demographic/Personal Information page, should not exceed 25 pages. That includes a cover letter, inserts (questionnaires), and engagement letters.
Organizers are matched to clients by the Client ID in the filename and the Account External ID on the Account in Liscio. Ensure the Client ID for each organizer is in the PDF file name AFTER the underscore: "Smith, John and Jill_1234568.pdf"
- In Return Manager, mark the returns for which you want to print an Organizer.
- Go to Returns > Organizers > Print Organizers for Marked Returns.
The Print Organizers for Marked Returns dialog box appears:
- Click Print Organizers For Marked Returns dialog box appears:
- Make adjustments to the printing order if desired.
- Note: The Copies to print options are set in your Print Preferences.
- Click Print.
- Click Close when you're finished.
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