This guide only applies to users who have purchased the Transcripts and Notices standalone module. If you have purchased any other modules in Canopy, please refer to the guides in the Transcripts or Notices folders on our Knowledge Base.
After requesting a client's transcripts, you can revise their transcript settings to fix any previous errors or specify what forms to request in the future. This guide will help you learn how to manage forms in the transcripts settings.
1. Click on the Settings icon in-line with a previously requested contact's transcript report.
2. Fix any of the provided information fields as needed.
3. Click Manage forms to open the form management modal.
4. Select the Forms and Years you want to request for. Navigate the form types using the left-side column.
5. Click Save changes once finished.