Settings and Preferences

Four settings sections, and the one preference that currently does anything.

The four sections

CA profiles

Identities that sign certificates and reports.

Tally connector

Whether the connector on this computer is installed and paired, and the download.

Credits and billing

Balance, packs, pricing and recent activity.

Preferences

Document layout, and what is planned.

On a narrow screen the four sit in a row under the Settings heading instead of down the side.

Page margins

The one preference that takes effect today, under Document layout on the Preferences page. It sets the top and bottom page margins, in inches, of the certificates you generate. The A4 preview beside the fields shows the result as you type, and nothing is saved until you choose Save margins.

Worth setting before your first certificate, so your documents match your practice's letterhead from the start.

What is planned

The Roadmap card at the foot of the Preferences page lists what is planned but not yet built. It has no controls, so there is nothing there to set:

Default bank template, financial year format, theme and email notificationsPlanned

Until then, choose the bank template on the CMA report itself. Support replies arrive in Help, not by email.

Document storage per clientPlanned

The client's Documents tab is marked coming soon.

Stock Statement and QIS ReportPlanned

Listed in the New menu, but not yet available.

Your profile

Profile, from the account menu under your name at the foot of the sidebar, holds your personal information, separate from the CA profiles that stamp documents. Log out is in the same menu.