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.
- Click the Profile icon in the upper right-hand corner.
- Click My Settings.
- Select the following default options.
- Click Save & Close to save any changes made.
My Defaults
| 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. See the My Downloads article for more information. |
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