My Settings (Individual User Settings)

Each user 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.

1. Click the Profile icon in the upper right-hand corner. 
2. Click My Settings.
3. Select the following default options.
4. Click Save to save any changes made. 

My Defaults

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 [e-mail].
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. See the My Downloads article for more information.