Intuit Link inside ProConnect Tax Online

[Jdave8232]

I invited my new client on Link and only put the Engagement Letter in the request.  Is there a way to add the Document Checklist now so she can upload PDF on her side?  I can't find a way to make another request after the first one.

[itonewbie · Accepted solution]

1. On the homepage for PTO, click on Intuit Link;
2. On the line for the client in whose Document Checklist you would like to add an item, click on View request under the ACTIONS column;
3. Click on Edit;
4. On the line for Document Checklist, click on Edit;
5. Scroll to the bottom of the screen, click on +Add Item;
6. Edit your Q&A;
7. Click on Preview to view how it looks before saving or hit Save when complete;
8. Check the box for Notify client (so that your client will be informed of the new request);
9. Click Save;
10. Edit the stock message in the popup to notify client of the new request;
11. Click Send email when complete (P.S. you won't get a copy of the message by email or in Link)

[Jdave8232]

Thanks so much!  My first try using the Community resource.  I appreciate the feedback.

[itonewbie]

Glad it helps, @Jdave8232! See you around.