Recalling Sent Requests
Recalling a request removes it from the client’s Liscio account but keeps it visible on your Requests page as 'Recalled.'
Reasons to recall:
- Sent the wrong request.
- Details changed, requiring a new request.
- Organizer not opened; recalling credits your organizer count.
- Tax return needs edits; recalling prevents clients from signing the wrong version.
Recalling a Sent Request
- On the Requests Page, navigate to the Request you wish to recall.
- Click the ellipses to the right of the request.
- Click Recall Request.
- Confirm the recall.
- The request will then be labeled 'Recalled' and removed from the client's Liscio account.
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