Sending Organizer Emails

Emails sent from an organizer go to the users specified in the firm user settings and client user settings for the organizer. Before sending the organizer, verify that both the client user email address and the primary firm contact for the organizer are correct. See Setting Up Staff Information in CCH® ProSystem fx® Engagement for more information.

The information for the organizer's primary firm user appears in the body and signature of emails sent to clients. A different primary firm user can be selected for each organizer. Also, the primary firm user selection can be changed for an organizer at any time, if needed.

ClosedWhat information is in the email sent to clients?

The first time an email is sent to a client, a separate email is sent to each assigned client user. The email informs the users that you have created a request list that they must complete before you can begin work on the engagement. The email also includes login credential information and instructions for launching the organizer.

When you later resend the organizer, a separate email is sent to each assigned client user notifying them that changes have been made. When each client user opens or refreshes the organizer, changes are noted with or badges.

In response to the changes, your client can:

  • Upload files
  • Download files
  • Add new rows and notes
  • Mark the row as complete
  • Respond to your notes

ClosedWhat happens when a client sends an email from the organizer?

When a client user clicks Send, all firm users who are opted in to client emails for the organizer receive an email that changes have been made. If you are logged in to Engagement Organizer, refresh the organizer page to view the changes. Otherwise, do the following:

  1. Launch Engagement.
  2. Select the binder associated with the organizer.
  3. Select Engagement Organizer from the Tools menu or the Shortcut Bar.

or badges display in the Request Items, Attachments, and Notes tabs for items that changed in the organizer. Click for an individual badge to clear that badge, or click Clear on the Request Items tab to clear all of the states.

To send an email to a client, do one of the following:

  • Send an email from within an organizer. Click Send at the top right of the organizer window.
  • Send an email for a specific organizer from the Organizers Home page.
    1. Click to go to the Engagement Organizer Home page.
    2. Click at the end of the row for the organizer.
  • Send emails for multiple organizers at one time from the Organizers Home page.
    1. Click to go to the Engagement Organizer Home page.
    2. Select the check box for each organizer you want to send an email for.
    3. Click Send Email. An email is sent to all client users assigned to the selected organizers.