The "Shared Documents" folder should have a new ACTION, "send client email"

[garland]

OK, i have a client who misplaced their 1099-R and another that i want to send a custom engagement letter. BOTH of those clients are expecting to get those documents. But i want to SHARE them in Intuit Link, not by email. 

There should be a new ACTION added to the shared documents folder that will email the client that a new document is ready and waiting to share. One client apparently signed in to Intuit, but could not get to ITO shared documents. The other said they never even got the initial invite to Link.

That new ACTION would allow the tax preparer to advise the client a document (that they are expecting!) is waiting in the Shared Folder and will provide them with an email containing a  direct "sign in" link to ITO and to the shared documents folder which has that document waiting. 

Without that - I now had to manually edit the original template "invite" email to say shared documents are waiting for them.

"Sharing documents" should work just like sending tax returns! They automatically get an email with a link to the data. Nice...  Garland

[Anonymous]

Thanks for the idea to add Action to Share documents within Intuit link. We are changing the status to "Open for voting".

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