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 returns 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 SafeSend Returns. 
Default Sender This determines if the email notifications from SafeSend Returns show a user's name or the firm's name. All emails come from 
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 Custom Column Value (column name) This value will automatically populate in your custom column when the return is delivered. See the Custom Column article for more information.
Default Download Option This selection determines where the files you select for download are downloaded. See the My Downloads article for more information.  


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