Re-Opening Requests & Organizers
Re-Opening Requests & Organizers allows your clients to answer questions and upload files for previously submitted Requests & Organizers. This feature is useful whenever a client has a Request/Organizer that has been submitted by mistake or they need to make updates. Let's see how to do it!
- Navigate to the Requests page and then click on the Pending Review tab.
- Find the Request that you wish to re-open.
- Click the 3 ellipses button on the right end of the Request.
- You'll now be able to click Re-Open Request button
- Type out a quick message to the assignees explaining why the Request is being re-opened.
- Once finished, click the re-open button to complete the action.
Note: Only Requests & Organizers in the Pending Review stage can be re-opened. Once a Request or Organizer has been Archived, they can not be re-opened.
Contact Us
Related Articles
Requests Templates
Requests allow you to easily get the information you need from your clients. Perfect for client onboarding, monthly close checklists, tax questionnaires, organizers, and return delivery. Create a list from scratch or use the standard templates. ...Business Organizers
With Requests, firms are able to send out their client's Individual Tax Organizers directly through Liscio, but many firms have asked us for the ability to send out Business Organizers as well. With that in mind, we've created a number of standard ...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 ...How to Send an Organizer to a Client
With Requests, firms are able to send Tax Organizers from the most popular tax programs through Liscio to their clients. Rather than send your clients paper or to another site or program to complete the organizer, they can answer those important ...Editing Requests & Request Templates
Your firm may want to make edits to a Request or a Request template, and you have a number of different ways. Let's take a look at all the ways you can edit a Request to accomplish different end-goals. Editing a Request that was created from a ...