Templates for responses to clients

Recently updated on April 9th, 2024 at 01:01 am

This page describes how clerks can use different pre-canned messages in response to clients for E-file Accepted / Rejected.

Step 1: View a specific Case

On the main page, titled “Dashboard”, locate the specific case you want to E-file and click the Eye button under the action column.

Step 2: scroll down to “E-file” section

Once you click on the eye button, you can scroll down to find the E-file section.

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If the clerk clicks on the Reject Submission / Submission Received button, it shows a popup having list of Response Templates on the right side.

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Step 3: E-file Approved Template

If clerks want to approve the client's submission, you can simply use the existing templates for submission accepted. When I click on the Apply button. The existing template automatically appears in the Email Content section. Simply, click on the Approve & Email button.

Step 4: E-file Rejected Template

If clerks want to reject the client's submission, you can simply use the pre-canned messages from the given templates. When I click on the Apply button. The existing template automatically appears in the Email Content section. Simply, click on the Reject & Email button.

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