Notifications are received and posted in the Requests tab, but clients sometimes can upload to the Documents section without notification, date stamp, nor ability to lock

At our firm, we "lock" client documents that have been downloaded as a way to track what files have been received. For some client profiles, they had more documents uploaded in the Document section that did not show in the Requests section. Is there any way to force everything to be uploaded to the Requests section?

Answer

What you are referring to is a legacy version of Link, which is no longer used for TY 2017 onward.  From 2017, Link is integrated into PTO, these tabs no longer exist, and certain functions have changed (for the worse).

For TY 2016 and before, you should receive notification each time your client enters a comment (almost on a real time basis).  For uploads, however, my recollection is that you are sent notifications only on a daily basis.

As for documents, your clients cannot choose whether to upload them to "Requests" or "Documents" tab.  These tabs are really just interfaces that pull documents from the database in the back.  By default, all "current" documents uploaded by your team and your clients are shown on the "Requests" tab.  Similarly, all "current" and deleted documents are shown on the "Documents" tab.  Very importantly, you should be aware that documents your team deletes from the "Requests" tab must also be deleted from the "Documents" tab if you do not want these to be accessible to your client; otherwise, your client will still be able to access those deleted documents on the front-end.

The "additional" documents you see in the "Documents" tab are either documents your team had deleted as the host on the "Requests" tab (which is a flaw that was pointed out to Intuit previously but was never fixed) or duplicates created by your clients (probably by clicking for upload successively).

Unfortunately, these are limitations you will need to work around.

Was this answer helpful? Yes No
Original
AllStar

No answers have been posted

More Actions

People come to Accountants Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach: