How to Test the Organizer Feature
Interested to see how the organizer feature works, but not ready to send an organizer to a client? You're in the right place!
Before you import anything, create a test Contact and Account with a spare email address that you can login with. While creating the Account, add an External ID such as "Test123".
Create a test organizer with test data from your tax software. Name the test organizer PDF your External ID. Next, you're ready to upload!
- Click on the Requests page in the left-hand menu.
- Click the Import button in the upper-right corner.
- Browse or Drag and Drop the PDF organizer generated from the tax software.
- Click the blue Begin Upload button in the bottom-right corner.
- Optional: If you'd like to assign the draft to a different employee for review, click the drop down next to the Begin Upload button and change the owner.
- When you see the Upload complete, requests generation in progress... confirmation pop-up, click the blue Close button in the bottom-right corner.
- Navigate to the Drafts tab.
- Note: It make take a few minutes for the upload to complete processing. The draft will appear at the bottom of the list once finished.
- Click on the draft to open it
- Add a Request Title - testing name recommended!
- Add your testing Contact/Account as the Assignee, and then click the blue OK button.
- Choose your Due Date.
- Click Send
Your test Contact will get an email to login and complete the organizer. Try it on your mobile phone or on a computer to see exactly how your clients will experience the organizer feature!
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