Select an order from the Orders dashboard. This will open the order into a new tab. 


Content Includes:


Order Details

By default, the order will automatically open to the Order Details tab. 


The Order Details shows the forms ordered and the Order Information that was entered upon placement. If additional forms need to be ordered, select the + icon. 


Selecting the '+' icon will open the Tax Return Verification Information screen where you can add the additional from type. Complete the appropriate fields and select SAVE to add the form. Any added forms will be appended to the Forms section of the Order Details tab.

 


Users will be able to Edit or Remove the additional form prior to placement. Please note: the UNSAVED status will prompt the user that the form has been added, but not yet placed. To place the additional form, select SAVE. 



Once the additional form has been added, the status will reflect 'Requested.' 


Order Information will reflect the information that was entered at the time of order placement. To edit order information fields, select the edit icon. 

After the edits have been made, select SAVE at the bottom of the screen so the edits can be applied, or CANCEL to return to the order information page. 


Notification Emails

The Notification Emails tab will show the users that will receive notifications as the order progresses through the various statuses. 



Adding or Removing users to receive notifications can be accomplished via Edit Email Notifications. 



Clicking in the texbox will show all users available to be added within that branch's scope. Select a user from the list if additional users need to be added. 


To remove a user, select the 'X' to the right of the user's email address. 


Choose SAVE to update the users to receive notifications or CANCEL to return to the main Email Notifications page. 


Messaging

The Messaging tab is where all communication for the order is displayed, including where you can send messages. 



To send a message, select the + icon. 



This will open a New Message window where you can compose a message to any of the available options in the To: dropdown. 


  • Customer Service - The Manager/Provider that oversees your organization's account. 
  • Administrator - Users within your organization that have a user right of Administrator.
  • Originator - Directs the message to the users that were on the order at the time of placement.


Selecting Cancel Message will return you to the main Messaging view. Choosing Send Message will send your message and attachment (if applicable) to your intended recipient. 


Add a New Attachment via the button or drag it into the Drag New Attachment Here. The file name of the attachment will be automatically displayed in the Attachment Description field. An example can be found in the screenshot below. 



Once the message is sent, you can view the message on the Communication Log.


Billing

The Billing tab will display the overall cost of the order, broken down by products, forms, and years ordered. Billing is generated from the pricing set at the client/lender level as determined by the Manager/Provider. 



Select Invoice to view a PDF version of the order's billing details. 



Attachments

The Attachments tab is where all attachments related to the order can be found. This screen will be separated into Vendor Attachments and Client Attachments. 



Vendor Attachments are those attachments the Provider delivered (typically the transcripts), while Client Attachments are those attachments that the client/branch uploaded during placement (typically the 4506s).  


To download any of the attachments, select the box adjacent to the filename and choose Download Selected at the bottom of the screen.