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Add a user to the DropOff list

  • When you add a User to the “DropOff Recipient List”, the User will be listed as an Option under your Firm’s DropOff Link.

 

 

  • To Add a User,
    • Check the gray box, which will turn green, directly to the left of the User you wish to add.
    • Click “+/- DropOff” Button.
    • To confirm, be sure the status of the column, titled “DropOff” has changed to Yes.

 

IMPORTANT: If you need further assistance Please Submit a Ticket or call 1-800-716-2558 ext. 202

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