My Settings (individual user settings)
Everyone has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing and notifications to be received from the program.
note
Bulk downloads will send items to the
My Downloads
folder, regardless of the My Settings
selection. When multiple files or large files are downloaded, you're directed to My Downloads
so you can continue working while the files are downloaded in the background. - Select theProfileicon.
- SelectMy Settings.
- Select the following default options.
- SelectSaveto save any changes made.
My Defaults
Setting | Details |
|---|---|
Default ERO/Signer | This ERO is automatically applied to the organizers uploaded by the logged-in user. |
Default Contact Person | This is the person that your clients will reach out to for any help needed in Organizers. |
Default Sender | This determines if the email notifications from Organizers show a user's name or the firm's name. All emails come from noreply@safesendreturns.com. |
Default Notify About Signing Events | This user is notified via email when the e-file forms and other included documents are signed. |
Default Notify About Organizer Events | This user is notified via email when the client marks the organizer as completed. |
Default Notify About Uploading Events | This user is notified via email when the client uploads source documents. |
Default Download Option | This selection determines where the files you select for download are downloaded. Refer to the My Downloads article for more information. |
