My Settings page

Open the My Settings page

• In the My Simplifile Toolbar (in the upper-right corner of the page), click the right-most User Settings button (similar to ) and click 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. Click 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, click Save. The Contact Address window closes and the updated address information is displayed in the Address field.

View or change your profile picture

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

   The Photo Upload window opens.

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

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

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. Click 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. Click 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.

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, click 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

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

Change your password

You can change your password from the My Settings page.

1. Open the My Settings page
2. Go to the Personal Application Settings section Password field.

3. Click 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. Click the Change Password button. The password is changed and the Change Password window closes.

Change your identity verification questions

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.

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. Click 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. Click OK.

Change your support access question

1. Open the My Settings page.
2. Scroll to the bottom of the page.
3. Click 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. Click the OK button.

Change your default organization

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

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.

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, click it.

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