Users are able to set up defaults for commonly used addresses and agency required custom fields. These fields are configurable under My Profile | Defaults and the fields will pre-fill in document-level fields, but will still be editable in the document if necessary. 


Defaults may be set up for the following fields:

  • Originating office address
  • Issuing office address
  • Ship-to office address 
  • Mark-for office address
  • Administrative office address
  • Payment office address
  • Invoice office address
  • Sponsoring office address 
  • Custom fields