Navigating an Organizer

The top portion of an organizer window displays elements that apply to the entire organizer, such as the organizer settings and information about when communications have occurred with the client about the organizer. The bottom portion of the window displays the specific details for individual request items, notes, and attachments. Each major element is discussed below.

Client/Binder Information and Organizer Settings

The following information displays at the top left of the window:

• Client name and ID
• Binder name and ID
• Period end date

Immediately below this information, the current organizer settings display in a box. You can click a field label in this box to edit the organizer settings. Tell me more about the organizer settings information displayed here.

• Due Date. Displays the date before which you would like the client to complete the organizer.
• Retention End. Displays the date when the organizer and its attachments should be considered for deletion per your firm's file retention policies.
• Client Users. Displays the first client user assigned to the organizer. If there are multiple client users assigned, a number badge displays next to the client user name to indicate the total number of client users assigned to the organizer.
• Firm Users. Displays the firm user assigned as the primary contact for the organizer. If multiple firm users are assigned to the organizer, a number badge next to the primary firm user's name displays to indicate the total number of firm users assigned to the organizer.

Send Emails Information

The box in the top right of the organizer displays information about when the firm and client first and most recently exchanged emails about the organizer. Clicking Send in this section sends a new email to the client. See Sending Organizer Emails for more information.

Request Items, Notes, and Attachments Tab

The bottom half of the organizer window includes the following three tabs which contain the details for the organizer. Click the link for each tab below to learn more about each tab.

• Request Items is the primary location for managing the sections and list of request items in an organizer. You can also manage and download attachments, work with notes, and update a request item's completion state here, among other tasks.
• Notes displays a list of all section and request item notes for the organizer. You can view, add, edit, and delete notes here.
• Attachments displays a list of all the attachments for the organizer. The attachments are listed by section and request item. You can use this tab to upload and download files at the organizer, section, or request item level. If you have CCH® ProSystem fx® Engagement release 2019.2.1 or later installed, you can also add attachments as workpapers in a tab of the associated binder.