Personal Settings

1. From the drop-down user menu, click Settings

• The Settings page displays.
  
  

2. Under Personal, click the Change Password link.

• The Change Password page displays.

3. In the Current Password field, type your current password.

4. In the New Password and New Password Again fields, type what you want your new password to be; passwords must be at least eight characters in length, include one numeric value, and are case sensitive.

5. Click the Save button to save changes or the Cancel link to retain your current password.

• A status bar displays indicating that your password was saved successfully.

 In addition to using Personal Settings features, you can also change your password using the Update Your Password link within the Settings section of the Sitemap.

You will be prompted to change your password after 90 days. If your password is due to be reset, a warning icon will appear next to your user menu. Click the warning icon to access the Change Password page. You can not use your current password as your new one. 

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1. On the ClearView login page, click Forgot Password.

• The Reset Password pop-up window displays

2. Enter your Username and Email address in the appropriate fields.

 The Email is the address attached to the user account. 

3. Once entered, click Submit.

4. An email message will be sent to your inbox with further instructions.

 The email message is sent to the email address connected to your account. To learn how to attach your personal email to your account, please see "How to add or update your email address" below.

 If you need assistance with resetting your password, please contact your system administrator or Client Services.

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1. From the drop-down user menu, click Settings.

• The Settings page displays.

2. Under Personal, click the Change Email link.

• The Change Email page displays, showing any email address on record in the Current Email Address field.
  

3. In the New Email Address field, type your preferred email address.

4. Click the Save button to save changes or the Cancel link to retain your current email address settings. The Settings page displays; to review your changes, click Change Email to confirm.

 Associating your email address with your ClearView account allows you to receive notifications in your email inbox, such as those generated from changes in Watched prospects.

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1. From the drop-down user menu, click Settings.  

• The Settings page displays.

2. Under Personal, click the Change Email link

• The Change Email page displays, showing any email address on record in the Current Email Address field.

3. Leave the New Email Address field blank, and click the Save button to save changes or the Cancel link to retain your current email address settings.

• The Settings page displays; to review your changes, click Change Email to confirm. If you opted to entirely remove your email address, the Current Email Address field will display No Current Email.

 Associating your email address with your ClearView account allows you to receive notifications in your email inbox, such as those generated from changes in Watched prospects.

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1. From the drop-down user menu, click Settings

• The Settings page displays.

2. Under Personal, click the External Access Settings link.

• The External Access Settings page displays.
  

3. Once on the External Access Settings page, under Calendar Integration click Create Access 

Token, Subscription URL, and Last Used details will be displayed

• Token: A randomly generated number used to allow access to ClearView through an outside application.
• Subscription URL: A URL generated with the Token embedded to use with your calendar application's subscription feature.
• Last Used: Shows the time stamp when the Token was last used.

4. Copy and paste the Subscription URL in the designated field requested by your service provider to sync your calendar with ClearView.

Please refer to your application's documentation, such as Google Calendar and the Calendar app for Mac, to learn how to subscribe to an online calendar. For the desktop application Outlook 2007, copy the Subscription URL and paste it in the address bar. An .ics file will download to your computer. Drag-and-drop the file onto your desktop application and it will auto-configure with ClearView. For Outlook 2010 and Outlook 2013, use the Subscription URL as instructed.

Calendar Subscriptions will only work with account assigned to solicitor codes. If your Calendar Subscription is not working, please contact your System Administrator or Client Services for assistance. Please note that some web clients may take time to update.

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1. From the drop-down user menu, click Settings.

• The Settings page displays

2. Under Personal, click the External Access Settings link.

• The External Access Settings page will display.

3. Once on the External Access Settings page, under Email Integration, click Create Access.

• Token and Last Used details will display.

• Token: A randomly generated number used to allow access to ClearView through an outside application.
• Last Used: Shows a timestamp of when the Token was last used.

4. Once you Create Access for Email Integration, an Action record will be created for any email you send using the Send Email link on a prospect's Quick Actions menu.

 When you click Send Email, ClearView creates an email template using your default email application. The email will be pre-populated with the prospect's email address, and the Token in the BCC: line used to communicate with ClearView.

 Any attachments sent with the email or any response to the email will not automatically archive with ClearView at this time.

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