Profile Set Up
Mike Jackson
Last Update vor 3 Jahren
- Default Firm Rate (if not already in the Profile window) Click on User Name to deploy drop down and click on “Profile” This is the logged in user's information.
- Enter Default Firm Rate. By entering the default hourly rate for the firm, this is the hourly rate that will be entered into any document that makes reference to the hourly rate that will be billed out for services in connection with a real estate file.
- Add profile picture - Upload image of user.
- Add signature file - Upload signature file. Prolegis aims to make as much of the real estate conveyancing process digital as possible. A part of this is to allow you to upload an image file of your signature (png or jpeg) that will be automatically inserted into your documents, allowing you to create documents that can be emailed and faxed directly from the software. You will need to create and upload an image file of your signature. Click on Choose to upload a signature file from your computer.
- Change password - In the Profile window, complete the two password fields in the right column, as per the requirements as described.
- Enable push notifications - Prolegis uses notifications to inform you of the receipt of a SMS Message, the assignment of tasks, and fax failures. Notifications are enabled per device. To receive notifications on multiple devices, sign in on each device, enable notifications and make sure you're online. Click on "Enable Push Notifications”. This function works best in Google Chrome.
- Modify user name, email address and phone number - Adjust the name of the user, email address and phone number. Indicate whether the middle initial will be used in correspondence.