My Settings

Each logged-in user has their own unique settings that can be edited and saved.

Important

Editing options in this menu can be restricted by a System Administrator. For more information about firm-wide settings, see the Admin Settings article. 

Access My Settings

1. Click the More menu in the top right-hand corner. 
2. Click My Settings. 

Authentication Questions

Create, edit, and set default questions for your profile if firm settings allow. 

Please note:

You will only be able to edit and delete questions that are created through your My Settings. Firm questions can only be deleted in the Admin Settings. 

1. Click Authentication Questions. 
2. Click Add New Question to add a new question.
   • This question will only be available for the logged-in user.
3. Click the Delete icon to delete selected questions. 
4. Hover over a question to display editing options.
5. Click Set as Default to make that question the default for all logged-in users.
6. Click Apply to save changes.

Message Options 

Authentication Method 

Set a default authentication method for your profile if firm settings allow it. 

1. Click Message Options. 
2. Click Authentication Method to expand the authentication settings menu. 
3. Click the Default Method drop-down to select the default authentication method when you compose messages. 
4. Click Apply to save changes. 

Retention Period 

Set default retention periods for your profile if firm settings allow it. 

1. Click Message Options. 
2. Click Retention Period to expand the authentication settings menu. 
3. Click the Question and Answer drop-down to select the default retention period for items sent using the Question and Answer authentication method. 
4. Click the Access Code drop-down to select the default retention period for items sent using the Question and Answer authentication method. 
5. Click Apply to save changes. 

Drop Off Links

Set which drop-off link will appear at the bottom of mail notifications if your firm allows it. 

1. Click Message Options.
2. Click Drop Off Links.
3. Select the Drop-off Link drop-down. 
   • Company- The default recipient for the company drop-off link is applied in the Admin Settings. 
   • Personal- Your personal drop-off link must be enabled for this option to be available. 
   • None- If this option is selected, no drop-off link will be available in mail notifications. 
4. Click Apply to save changes. 

Mailbox Delegation 

Allow other users to view your mailbox. See the View Other Inboxes article for more information. 

1. Click Mailbox Delegation.
2. Toggle Enable other users to access my Mailbox to On. 
3. Select All checkbox to select all users OR
4. Click the checkbox to the left of each user's name to give them access to your mailbox.
5. Click Apply to save changes. 

Notifications

Here you can set the default notification options for your documents if allowed by your firm. See the Admin Settings article for more information about allowing users to change this setting. 

Message Notifications

Choose whether or not users and clients receive document expiration and download emails. 

1. Click Notifications.
2. Click Message Notifications. 
3. Toggle Notify recipients when file(s) are about to expire to On to enable expiration email notifications. 
4. Toggle Notify recipients when file(s) are downloaded to On to enable download email notifications. 
5. Click Apply. 

Request Notifications

Here you can set the default notification options for documents sent through the Request Documents feature. See the Admin Settings article for more information about allowing users to change this setting. 

1. Click Notifications.
2. Click Request Notifications. 
3. Toggle Notify CPA when request(s) are completed to On to receive a notification when client has completed the request. 
4. Toggle Notify recipients when request(s) are reopened to On to receive a notification when a request is reopened. 

Email Template

Here you can customize the email templates for new Messages and Requests if permissions allow in the Admin Settings. 

1. Click Email Template.
2. Click New Message Email Template to show templates available for New Message notifications.  
3. Click New Request Email Template to show templates available for New Document Request notifications. 

Add

1. Click Add. 
2. Enter a Template Name and the Text in the body of the message.
3. Click Show Variable List to see bracketed variables that can be used to personalize the message.
4. Click Set as Default to apply template as the primary message used for all messages or requests.
5. Click Add to add the new template. 

Edit

1. Click Edit. 
   • The template name and message cannot be edited if it is a template created in the Admin Settings. 
2. Click Set as Default to apply template as the primary message used for all messages or requests. 
3. Click Save to save changes.