Alyse-H
Activity overview
Latest activity by Alyse-H-
Alyse H. created an article, Client Experience: Document Request List
Your firm will provide an access link via email that you can use to upload documents that have been requested from your tax preparer. The document transfer is fully encrypted and safe to use. Ple...
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Alyse H. created an article, Document Request List (DRL)- FAQ
What is DRL? In Exchange, users can request documents from a client, allow them to upload the documents requested, and provide the user with a way to manage all the documents in one location. Can ...
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Alyse H. created an article, Document Request List (DRL)
This feature provides the ability for users to request a set of documents from a recipient and to have a unified place for all the documents to be uploaded. Request Documents All requests will appe...
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Alyse H. created an article, Exchange Outlook® Plug-In
Many of the functions that can be performed online can also be performed in the Outlook® plugin. Important The Reading Pane must be enabled in Outlook® and a message must be selected to use the p...