Admin Exclusive: Advance setting: Requiring English Comprehension Confirmation

To ensure compliance and data accuracy, you can now require all employees/beneficiaries to confirm their English proficiency before they begin entering information into their worksheets.

How to Enable This Feature

This setting is managed at the firm level. To activate it:

1. Navigate to Firm Settings.

2. Select the Advanced tab.

3. Locate and toggle the option: "Require English comprehension confirmation before filling beneficiary worksheet."

What the Client Sees

Once this feature is enabled:

• Restricted Access: Beneficiaries will be blocked from entering any data into their worksheet without language comprehensive Confirmation;

• Mandatory Confirmation: A prompt will appear requiring them to confirm they understand English sufficiently to complete the forms.

• Unlocking the Worksheet: Data entry fields will only become editable after the user provides this confirmation.

Audit & Tracking

For your firm’s records, every confirmation is automatically logged. You can verify this activity by checking the "Recent Changes" log within each individual case file.

Note: This feature is an "Admin Exclusive" setting. If you do not see these options in your dashboard, please contact your firm administrator.