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Setting Up Your Profile

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Setting Up Your Profile

 

Once successfully logged, users can select their production form the drop down menu.

Set up your signature, after the first log in. This signature is not locked, and there are options to change signatures when completing signatory fields.

To set up your signature, navigate to the top right menu. Settings → Signature.

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Type or draw your signature as desired.

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You can return to the home page using the 'Home ' buttons on the left hand menu button or top home icon.

 

Home Page Navigation

 

 

The home page display a user’s basic profile information, and a summary of forms progressing through the queue. The recent activity panel displays document activity within the production, your won own and others.

Editing your Own Profile

Users can add an avatar from the ‘Edit Profile’ button on the home page.

DO NOT attempt to change your own email address here as this will lock you out of your account.

Please contact TPH if you need to update your Digital Forms email address.