Update or Edit Your Personal Settings

Your profile includes Full Name, Title and Phone Number. Add these fields to any report using the report data tags of Full Name = {{ lead_preparer_name }}, Title = {{ lead_preparer_title }} and Phone Number = {{ lead_preparer_phone }}.

Step 1: Click Settings in the bottom left corner.

Step 2: Click Personal Settings in the Settings menu

Step 3: Update or Edit Your Profile

Step 4: Click Save Changes

Step 1: Click Settings in the bottom left corner.

Step 2: Click Personal Settings in the Settings menu

Step 3: Click the Change Password button

Step 4: Input your Current Password and New Password in the fields

Step 5: Click the OK button

Add your bio/resume to any report using the report data tag of {{ lead_preparer_bio }}

Step 1: Click Settings in the bottom left corner.

Step 2: Click Personal Settings in the Settings menu

Step 3: Click Bio/Resume section of Personal Settings

Step 4: Click Save Changes

Add these images to any report using the report data tags of Headshot = {{ lead_preparer_headshot }}, Signature = {{ lead_preparer_signature }} and Stamp = {{ lead_preparer_stamp }}

Step 1: Click Settings in the bottom left corner.

Step 2: Click Personal Settings in the Settings menu

Step 3: Click Images section of Personal Settings

Step 4: To Add or Change, drag & drop the file into the box or click the box to select from your files.

Step 5: To Remove, click the Trash icon in the top right corner