Exporting Completed Requests and Organizers
With Liscio's Request feature, firms can send their clients multi-question checklists, questionnaires, and even tax organizers imported from the firm's tax software.
Once your client has completed their request, firms will likely wish to save the request as a PDF, any files uploaded to the request, or both. Zip file downloads include the full PDF with answers and the files labeled and numbered in the order requested. We've provided a few options for saving.
Printing and Externally Saving Completed Requests
- Navigate to the Requests page
- Find the Request you wish to print or save externally, and click on it to open it
- Use the vertical ellipses in the upper-right corner to access additional options
- Click Print PDF.
- A Response Preview page will appear, which will contain options for both printing and saving the PDF of the completed Request.
Export Zip from inside the Request
- Navigate to the Requests page
- Find the Request you wish to export, and click on it to open it
- Use the vertical ellipses in the upper-right corner to access additional options
- Click Export Zip
- a dialogue box will appear stating the following:
- Navigate to the Files page
- Once the Zip File has generated, it will be the most recently added File in the Files page.
- The Zip File will contain the PDF of the completed Request and any files that were uploaded to File Upload questions.
Exporting Zip from the Requests Page
- Navigate to the Requests page
- Find the Request you wish to export, and use the vertical ellipses to the right of the Request to open additional options.
- Click Export Request Package Zip
- a dialogue box will appear stating the following:
- Navigate to the Files page
- Once the Zip File has generated, it will be the most recently added File in the Files page.
- The Zip File will contain the PDF of the completed Request and any files that were uploaded to File Upload questions.
Exporting Request from Accounts Timeline
Once the Request has been Exported (either from inside the Request or from the Requests page - see both instructions above), the individual who initiated the Export will receive a Message in their Alerts tab informing them that the Request has been compressed and is ready for download.
This message will also show in the Account Timeline, and in both locations, will include the completed Zip file of the Request and all related Files.
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