My Profile

Directions

To get to your Account Profile area:

1) Hover over your username in the upper right hand corner.

2) Click on “My Account”

3) Click on “Account Profile” in the left hand navigation menu.

Login Information:

Within the Account Profile area, you can update your email and password.

If you would like to edit your email, please click on your current email and then “Manage Emails.”

You will need to verify your email.

 

Overview

Various functionality (document templates, email templates, mail templates, etc.) in FreedomSoft leverage “User Variables” in order to prevent repetitive entry. FreedomSoft will use your My Account > Account Profile information along with your account’s company profile to populate these variables

account-profile2.png

 

Examples

When the below contract is generated, FreedomSoft will replace the {!user_first_name} variable with the first name in your profile and {!user_last_name} with the last name in your profile.

 

user-last-name.png

When the below email is sent, FreedomSoft will replace the {!user_first_name} variable with the first name in your profile and {!user_last_name} with the last name in your profile.

 

email-template.png

 

When the below direct mail campaign is generated, FreedomSoft will replace the {!user_first_name} variable with the first name in your profile and {!user_last_name} with the last name in your profile.

letter-template.png

Have more questions? Submit a request

0 Comments

Article is closed for comments.