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Turn Off Auto Load on All Reports and Management Screens

Updated over 10 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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