Configure individual user settings
Each user has default settings unique to their profile, separate from the firm's settings. These settings control the defaults applied during processing and the notifications you receive from the program.
note
Bulk downloads always send items to the
My Downloads
folder, regardless of your My Settings
selection. When you download multiple or large files, the program directs them to My Downloads
so you can continue working while the files download in the background.- Select theProfileicon.
- SelectMy Settings.
- Select your default options using the following table.
- SelectSaveto save any changes made.
My default settings
: Setting | Description |
|---|---|
Default Gather Template | This is the Gather template that is automatically applied during processing. |
Default ERO/Signer | This ERO is automatically applied to the Gather request uploaded by the logged-in user. |
Default Contact Person | This is the person that your clients will contact for any help needed in Gather. |
Default Sender | This determines if the email notifications from Gather show a user's name or the firm's name. All emails come from noreply@safesendreturns.com. |
Default Download Option | This selection determines where the files you select for download are downloaded. Refer to Default Download Options for Gather Requests for more information. |
Default Notify About Signing Events | This user is notified via email when the e-file forms and other included documents are signed. Multiple recipients can be selected. |
Default Notify About Organizer Events | This user is notified via email when the client marks the organizer as completed. Multiple recipients can be selected. |
Default Notify About Uploading Events | This user is notified via email when the client uploads source documents. Multiple recipients can be selected. |
