User Settings

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User Settings

Users can configure many features of Sage Intacct Paperless to personalize their experience. Options here allow each user to select “defaults” for the way they wish images to display. They can also select defaults for annotations, create custom stamps, and define personal document categories.

 

 

From the header, click the My Account icon, MyAccountProfileAvataricon-mhPAP - pVault Cloud - Top Nav Icon - Profile - Color, and from the dropdown select Profile. The User Settings page similar to the following displays:
 
UserProfileSettings
 

 

Read more about the different options that make up the User Settings:

 

Profile

Alerts

Annotations

Categories

Custom Stamps

Notes

Quick Notes

Themes

Viewer