Once a portal user has been assigned to the plan with 5330 permissions, a link will appear on the 5330 E-File Status dashboard.
Regardless of lock status, if a user has proper permissions to view/print the Form 5330, a link to invite will appear as Invite [Portal User's Name] to Portal".
If the filing is locked, and a portal user has been assigned with signing permissions only, the Invite [Portal User's Name] to Sign link will appear.
If users have both view and signing permissions, two links will appear, allowing selection of the invitation template.
NOTE: The same username may be listed for both if the user has both permissions assigned.
The email templates used for sending invitations are pre-configured and can be found in the Global Email Settings under the Select an Email to Edit section. You can edit these templates to customize the content, but by default, the following are used:
- Invite [Username] to Portal: This link uses the Default Portal 5330 Email template.
- Invite [Username] to Sign: This link uses the Default E-file 5330 Email template.
Once the appropriate link is selected, the system redirects to the Invite Signers/Portal Users screen, displaying a summary of the user's First and Last name, username, and email.
Depending on your email sending method, the options to review and send the email will vary as outlined below:
Preparer’s Email Program
- Selecting the Click to open email link will generate an email on your desktop from your personal email program (Outlook, Thunderbird, etc.). Once the e-mail has been reviewed, select the Send button in your email program to invite the user to the portal.
- To mark the filing as invited select the Mark as Invited box after sending the communication. This option will update the E-file Status dashboard as invited with a date timestamp * The mark as invited button only populates when selecting the Invite [Username] to Sign link.
Specify a Server
- Selecting the Preview link lets you review the email prior to sending.
- After reviewing, click the Invite Signers button to send the invitation and update the E-file Status dashboard with a timestamp.
NOTE: *If you are only inviting the user to the portal rather than to sign, select the Send Email button from within the Portal User Summary box.
