Specify a file name format for output files. Email-Create a new message in your default Windows ® email program, such as Microsoft ® Outlook.DocuSign ®-Send this document for electronic signature using DocuSign ®.See the e-Courier from TaxCycle help topic e-Courier-Select an email template to use and attach the PDF file to an e-Courier message.See the Request Signatures via TaxFolder from TaxCycle help topic. TaxFolder-Send this document through TaxFolder.Short edge creates a stack that you flip up (like a notepad). Long edge creates a stack that turn pages right to left (like a book). Print on one or both sides of a sheet of paper. Print DRAFT watermark in the background of all forms. Insert the date in the header of each page. See the Workflow Groups and Tasks help topic to learn more about customizing workflow. When generating a PDF or XPS file, separate the slips into separate files so that they are easy to distribute to recipients.Ĭomplete up to three workflow tasks upon printing. Print PDF or XPS-send the file directly to the printer.Open PDF or XPS for viewing-open the file in the default program set in Windows.Set what happens after a PDF or XPS file is created: For new clients, this also sends an email for the client to activate their account. Send an email requesting the client upload documents into TaxFolder. Click the Clear link to revert to TaxCycle's settings.
If you use the driver settings, TaxCycle hides options in its print configuration that are already handled by the driver. Configure printing using your printer's Windows ® printer driver.
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