How do I change the settings in SFP?


To access settings, click the gear icon in the upper right corner of the SFP Pane.


There are six tabs on the settings window



Account


    1. Change plan details and view important documentation
    2. Customize the firm name and logo
    3. Customize several options for how SFP behaves
    4. Set the expiration time for different kinds of files



Email


    1. Customize a variety of notification options
    2. Customize sent from and storage warnings
    3. Customize the content of the emails sent from SFP
    4. Customize the content of the emails sent from Guest Exchange
    5. Customize the common footer for all emails




For additional information, see SFP Email Settings.


Clients


    1. Search for clients by keywords, access status, and type of SFP account or create a new client
    2. Search results appear in the results pane
    3. Edit, delete, and export search results



Employees


    1. Search for employees, add employees, and edit the primary administrator
    2. Search results appear in the results pane
    3. Edit, delete, and export search results to Excel



Connect Features


Check the box to the left of each feature that you’d like to be available in SFP.



Reports


    1. Search by keywords and limit by client or employee and the action taken on the file
    2. Search results appear in the results pane
    3. Export search results to Excel



Billing


    1. Search for bills and filter results by bill status.
    2. Search results appear in the results pane.
    3. Cancel bills, resend bill notifications, and export search results.