It is recommended that you test your settings before you begin sending invitations to the portal. To test the 5500 Module settings, you would go to the “Global Email Settings” screen and click on “Edit” to the right of either “Invite Signers” or “Standard Portal”.
Enter a valid email address in the “Enter Test Recipient” field and click on “Save and Send Test Email”. If you have a valid Preparer’s Email Program, the test email will open/display in your email program.
For the Compliance, Document, Messaging and Notification tabs, there is also a “Select an Email to Edit” box where you can “Edit” and email to “Save and Send Test Email”.
Reasons why the ‘Preparer’s Email Program’ settings may not display:
- You do not have a desktop email program (i.e. Outlook, Thunderbird, Lotus Notes, etc.).
- Your default email text is too large (should be around 2,000 characters).
- You copied/pasted text into the default email and the apostrophes/quotations need to be replaced.
4. Your browser’s email handling program setting needs to be fixed.
