My Settings (Individual User Settings)
Configure personal default settings separate from firm settings, including email signing notifications and file download preferences.
Each user has default settings unique to their profile separate from the firm's settings. These settings are related to notifications to be received from the program and download options.
- Select theProfileicon in the upper right-hand corner.
- SelectMy Settings.
- Select the following default options.
- SelectSave & Closeto save any changes made.
My Defaults
Default option | Details |
|---|---|
Default Notify About Signing Events | This user is notified via email when the e-file forms and other included documents are signed. |
Default Download Option | This selection determines where the files you select for download are downloaded. |
