Document Customization - User vs. Firm Settings

On a Professional Plan, you can now set your own document customization preferences at the user level. If you're an administrator user on the account, you will have the ability to set the document customization preferences at the firm level as well.

This means that any user will be able to set their own document preferences for their account. If their preferences differ from the default preferences or the preferences set at the firm level, they can make changes that will match their personal preferences and only apply to their user. 

Administrators will also have the ability to make changes to the default document preferences at the firm level, which means these document settings will apply to all users on the account, unless the user chooses to override the firm preferences and set their own personal preferences on their account.

How do I customize my document preferences?

1. Go to the documents tab in your account
2. Click on the document type you would like to customize (Ex. Single will).
3. If you are an administrator, you will see a message asking you to confirm if whether you would like to set the document customization preferences for yourself or across the whole firm. To customize your own document customization preferences, select only me.
4. Set your preferences and press save in the bottom right.