Set a Default Preparer in e-Form RS

Use the Administration menu to set a Default Preparer who will be the Preparer for all new clients.
You'll need to have permission to
Add, Edit, and Delete Preparer Info
, which can be granted by your account administrator.
  1. Select
    My Preparers
    from the
    Administration
    menu.
  2. Select the Preparer who you want to set as the Default Preparer for the account.
  3. Select
    Edit
    .
  4. Mark the
    Default Preparer assigned to all new clients in this account
    checkbox.
  5. Select
    Save
    .

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