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Turn Off Auto Load on All Reports and Management Screens

Updated over 3 months ago

How to turn off auto load on all reports and management screens, this can be helpful for firms with large case loads.

  • Navigate to the Icon in the top right corner of your account and select Profile Settings from the dropdown.

  • A pop-up window will appear.

  • Under the settings bar, toggle off Auto Load all reports, overview, and management screens.

  • Click Save.

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