Office settings

Top  Previous  Next

The office settings are system-wide settings affecting the behavior of the application for all users and computers, and includes templates, company information, security policy, and other rules. Only administrators can modify them.

 

To view or edit your office settings you need to select “Administration”>”Office settings…”.

 

The "Policies" tab allows you to select an authentication mode and synced email permissions:

 

 

The "Office Information" tab allows you to fill out your office’s information.

 

 

You can add another office if you are doing business and bill your client under several names. In this case, you can assign individual offices to your client records. This relationship will be used in email templates and invoicing.

 

To edit an existing office click a “Edit office” button or open it with left mouse button double-click. To add a new office click "Add new office" button.

 

The "Return Types" tab allows you to manage the return types your office services. These values are used in a great number of dialogs, such as client information, tasks, projects, and problems. In this tab, you can add a return type, modify existing types or delete them.

 

You can block users from entering arbitrary Return Type values by checking the box "Allow only these serviced return type values in client records". This will make sure that only return types will be tracked that are serviced by your office, providing consistent view of the client records.

 

You can also use "Make return type values optional in client records" to allow users to skip entering return types in case it's not applicable to certain clients.

 

 

"Services Provided" tab allows you to manage services provided by your office.

 

 

The "Email Templates" allows you to edit and save templates for your emails. There are built-in email templates used in automated notifications, such as Invitations, Reminders or problems. You can customize them with your logo, contact information, etc.

 

You can also add your own email templates here by clicking "Add a new user template" button or you can duplicate and customize an existing template for a specific office by clicking "Create a new version of this template for a specific office" button.

 

For example, below is a template of account activation instructions. When you invite some user to TaxWorkFlow this template will be sent with your and user's details.

 

 

The following templates are also pre-built in TaxWorkFlow:

 

Template

Used for:

Client email template

emailing to a client

Document attachment email template

sending documents as attachments to your clients

Document publication email template

sending notifications to clients about documents posted at your web site

Problem email template

sending the list of new or pending problems to clients

Invoice attachment email template

sending emails with invoice attached

Password reminder email template

sending password reminder

Reminder email template

sending reminders about open issues

System message template

sending system messages of TaxWorkFlow

 

 

 

At the "Synced email accounts" tab you can manage email addresses synced with TaxWorkFlow. Adding an account to this tab allows you to receive email messages straight in TaxWorkFlow application.

 

 

To add a new email account to the list click an appropriate button. In the appeared window you need to fill all fields with a data provided to you by your email service.

 

 

Sometimes your email service provider can block TaxWorkFlow to access your email account. If the email can't be synced you need to change your email account settings. Find out how in the next chapter.

 

At the Calendar Accounts tab you can manage calendars synced with TaxWorkFlow:

 

 

If you need to add a new calendar click an appropriate button and click "Authorization" in the "Edit Calendar Account Settings" form:

 

 

In the appeared form enter your credentials and than allow TaxWorkFlow to get an access to the data it requests by clicking "Allow" button.