You can set an automatic reminder to be sent to any signing party for eSign envelopes. An ad hoc setting is available from within your envelope on the Recipients screen. The default setting can be customised in Admin Centre and be prepopulated for all envelopes. Go to Admin Centre >...

Within eSign Centre you can add any relationship to an envelope for document signing. From the Recipients screen, select Add/Manage Relationships. The Relationship Manager dialog is displayed. Here you can see all the relationships for the selected client, all of which can be added to an...

Within the TaxCalc Notifications Panel you will receive the following notifications when: a scheduled message that is waiting in the pending queue becomes due. request for records/reminder emails are generated and are waiting in the pending queue. all users with a Communications Centre...

Within a report that includes relationship data, simply click on the relationship and the client record will open in Practice Manager.

From the Communications Summary screen you can see all your communications activity at a glance. No email addresses - the number of clients and contacts that do not have an email address. Emails – the number of emails that have been sent or are scheduled, plus any pending requests and...

Right click on one of the columns within the client list in Practice Manager to display a list of columns which you can select to display on your client list view.

Within Admin Centre > Applications > Customise Practice Manager > Job Templates, you can now see a count of how many active jobs are using any given job template.

Within Practice Manager, simply select the More filters option to quickly open the data mine wizard where you can find a specific client or a group of clients depending on the conditions entered.

Within the Recipients screen, select Add/Manage Relationships to display the Relationship Manager dialog. Click the option Include ceased relationships which will then show you any ceased relationships for the client in the Relationship list. Select the ceased relationship recipient and click...

Within the Relationships screen for any client, select Open Client/Contact for quick access to the related client’s record.

Go to Communications Centre. Select Mailing Lists from the left-hand menu. Click Create mailing list. Enter the Name and Description of the mailing list. Choose Recipients: All Specific Advanced client selection (Data Mine) Click Create to complete the creation of the mailing...