My Settings page

Overview

This topic provides information on how to use the My Settings page.

Each person at your organization who uses Simplifile has his or her own user account in Simplifile and corresponding My Settings page. This lets multiple people log in to work in Simplifile at the same time without duplicating each others efforts. Separate accounts also let Simplifile log who performs which actions.

my Settings page screenshot

Letter Description
A Use this link to upload a profile picture. The photo must be stored electronically in a place you can access.
B Select your name in the bottom left corner to access your settings.

The Simplifile My Settings page stores and displays your personal information, contact information, and personal application settings. You can change your information on this page. If you are affiliated with multiple organizations, you can set an organization as your default organization.

The tasks that can be performed from the My Settings page are documented in the I want to ... section of this topic.

Each field and link name, description, and whether or not the field or link is required, is documented in tables in the Fields and Links section of this topic.

I want to ...

Open the My Settings page

  • In the My Simplifile Toolbar (in the upper-right corner of the page), select the right-most User Settings button (similar to My Simplifle toobar User tools icon) and select the Profile link. The My Settings page opens in the right panel.

View or change the information in the Personal Profile section

Edit your personal profile settings

  1. Open the My Settings page.
  2. Change your personal profile, contact information, and personal application settings as wanted.
  3. To change most fields, move your cursor over the field to activate it and enter the information.
  4. To change your address:
    1. Select the Edit button to the right of the address information. The Contact Address window opens.
    2. In the Contact Address window, make the wanted changes.
    3. To save the changes, select Save. The Contact Address window closes and the updated address information is displayed in the Address field.

View or change your profile picture

NOTE: To change your profile picture, the photo must be stored electronically in a place you can access.

  1. Open the My Settings page.
  2. In the Personal Profile section, go to the Profile Picture row.
  3. Select the Upload Photo link.

    The Photo Upload window opens.

  4. Select the Choose Profile button to open the file manager.
  5. Locate and select the photo file.
  6. Select the Open button.

  7. After the file manager window closes and the wanted photo is displayed in the Photo Upload window, select the Upload button.

    The Photo Upload window closes and the selected photo appears in the My Settings page Profile Picture row.

View or change the information in the Contact Information section

View or change your phone extension

  1. Open the My Settings page.
  2. In the Contact Information section, go to the Phone Number row.
  3. In the field, enter your phone number.

View or change your phone extension

  1. Open the My Settings page.
  2. In the Contact Information section, go to the Extension row.
  3. If applicable, enter your phone extension number.

View or change your primary email address

IMPORTANT: This email address is unique to your Simplifile user account.

  1. Open the My Settings page.
  2. In the Contact Information section, go to the Primary Email row.
  3. To change the primary email address for Simplifile, enter the new email address.

Change your address

  1. Open the My Settings page.
  2. Go to the Address row.
  3. Select the Edit button. The Contact Address window opens.
  4. In the Street Address field, enter the street address.
  5. In the City field, enter the city.
  6. In the State field, use the dropdown field to enter the state.
  7. In the Zip Code field, enter the zip code.
  8. Select the Save button. The window closes and the address is displayed in the Address row of the My Settings page.

View or change the information in the Personal Application Settings section

The Personal Application Settings section includes information about Simplifile log in details, your home page (if wanted), your username, your password, and if the security policy has the Require security questions option enabled, the security questions and support question.

NOTE: You will not see security questions or the support question if the security policy has not enabled the Require security questions option.

View or change your home page

The home page setting determine which Simplifile page is open when you log into Simplifile.

  1. Open the My Settings page
  2. Go to the Personal Application Settings section Home Page field.
  3. In the dropdown field, select the blue arrow.
  4. Select the home page you want to be your default home page for your Simplifile application.

When you open your Simplifile application, the selected home page displays.

View your username

IMPORTANT: You username cannot be changed.

  1. Open the My Settings page
  2. Go to the Personal Application Settings section Username field.
  3. View the username associated to the user account.

Change your password

You can change your password from the My Settings page.

QUICK TIP: For information about password security, see Security Questions window.

  1. Open the My Settings page
  2. Go to the Personal Application Settings section Password field.
  3. Select the Change Password link. The Change Password window opens and contains several fields, buttons, and password requirements.

    NOTE: The password requirements are set by the Simplifile administrator.

  4. In the Current Password field, enter your current password.
  5. In the New Password field, enter a new password that meets or exceeds the password requirements displayed on the right side of the window.
  6. In the Confirm New Password field, enter the new password again.
  7. Select the Change Password button. The password is changed and the Change Password window closes.

Change your identity verification questions

NOTE: If the Require security questions option is enabled in your organization’s security policy, you are required to use identification verification questions. If the Require security questions option is disabled in your organization’s security policy, the option is not displayed on your My Settings page.

IMPORTANT: When you log in to Simplifile, you may need to provide the answer to verify your identity.

In your organization’s security policy, when the Require security questions box is marked, the first time users try to open Simplifile they need to provide answers to six questions—five that Simplifile can use to verify their identity online, and one that Simplifile Support can use to verify their identity if they need to call in.

The users choose the questions they want to answer from a predetermined set of 26. The answers are encrypted and securely stored. Users can change the security questions at any time. For more information, see the Security Questions window topic Enter your security question choices and answers task.

NOTE: Simplifile users can change their security questions and answers at any time from the My Settings page. For more information, see the My Settings page topic Change your identity verification questions task.

On subsequent logins, if a user enters the password correctly within ten tries, he or she is logged in to Simplifile.

The following scenarios describe what happens during login if the organization’s security policy requires security questions and a user sets up answers to the security questions and then tries to log in to Simplifile:

  • If the user enters his or her password correctly within ten tries, the person is logged in.
  • If the user incorrectly enters his or her password ten times or clicks the Forgot Password link in the Simplifile Log In window to indicate that he or she has forgotten the password, Simplifile displays three of the five security questions for the person to answer. If all three security questions are answered correctly, Simplifile sends an email that contains a link to reset the password to the account email address on record.
  • If a wrong answer is given for any of the questions, Simplifile displays a new set of three questions. If this happens three times, Simplifile locks the person’s account. The user must call Simplifile Support to have the account unlocked and reset the password.
  1. Open the My Settings page.
  2. Scroll to the bottom of the page.
  3. Select Edit Security Questions link. The Security Questions window opens.
  4. Use the dropdown lists to choose or change the security questions. Choose a different security question for every displayed line.
  5. Enter answers to each question in the Answer fields.
  6. If you want to see the answers on this page, mark the Show Answers box.
  7. Enter your current password.
  8. Select OK.

Change your support access question

NOTE: You may be required to user a support access question if the feature was set up by your Simplifile administrator.

IMPORTANT: When you call Simplifile support, you may need to provide the answer to the Support access question to verify your identity.

  1. Open the My Settings page.
  2. Scroll to the bottom of the page.
  3. Select Edit Support Question.
  4. Use the dropdown list to choose or change the Phone Support Question.
  5. Enter an answer to the question in the Answer field.
  6. To view the answer on this page, mark the Show Answers box.
  7. Enter your current password.
  8. Select the OK button.

Change your default organization

You can change the active organization to be the default organization from the My Settings page.

IMPORTANT: Work you do on any page is for the selected organization until you choose another organization or log out.

  1. Open the My Settings page.
  2. Scroll to the bottom of the page.
  3. From the Default Organization dropdown list, choose the organization you work with most often.

NOTE: The default organization may also be changed from the Packages page.

Change your active organization temporarily

You can change the active organization temporarily (for the current session) from the My Settings page.

NOTE: The active organization may also be changed temporarily from the Packages page. See Change the active organization temporarily from the Packages page.

IMPORTANT: Work you do on any page is for the selected organization until you choose another organization or log out.

  1. Open the My Settings page.
  2. Scroll to the bottom of the page.
  3. From the Default Organization dropdown list, choose the organization you want.
  4. When the Switch appears, select it.

QUICK TIP: You can also change the active organization temporarily from the list of packages.

Fields and Links

Personal Profile section

Personal Profile
Label Description

 
First Name Your first name. Required
Middle Your middle name or initial. Optional
Last Name Your last name. Required
Prefix (none), Mr, Ms, Miss, Ms, Mx. Optional
Job Title Your title or role at your company. Optional
Profile Picture (Link) This link opens a file manager so you can upload a profile picture. The photo must be stored electronically in a place you can access. Optional

Contact Information Section / Contact Address window

Contact Information and Contact Address
Label Description

 
Contact Information Section
Phone Number Your phone number. Required
Extension Your switchboard extension. Optional
Email Your email address. Required
Address Your current address (if entered) and Edit button that opens the Contact Address window which can be used to modify the address. Optional
Contact Address Window
Address Your street address Optional
Street Line 2 Your street address second line if needed Optional
City Your city Optional
State Your state Optional
Zip Code Your zip code Optional

Personal Application Settings section

Personal Application Settings
Label Description

 
Personal Application Settings that are always displayed
Default Organization The preferred organization that is active when you log in. Optional
Username Your Simplifile username. Not editable
Password Your Simplifile password. Required
Personal Application Settings for Security / Support Questions

If you Simplifile administrator has not required these questions, they will not be displayed in your Simplifile application.

For more information, see Organization Security page (Administrator Role).
Security Questions A series of five questions and answers that are used to confirm your identity when resetting your password. Optional
Support Question A question and answer that Simplifile Support can use to ensure your identity when you contact us. Optional