My Profile Page Overview

November 5, 2014 / By WMSolutions.com Training

The My Profile Page is the most important page inside of your account area. It not only is the first page you see after logging in, but it also serves as your home base by providing an overview and easy access to all of your profiles.

From this page, you create a new profile online or download a PDF profile. You can also manage all profiles through the “Action” column, which allows you to access downloadable copies of profiles, view attachments, amend profiles, copy, delete and view comments on profiles.

As all of your profile information is listed here, you have many options to sort and filter profiles including:

Furthermore, we use a tabbed approach to help make managing your profiles even easier. Each tab displays profiles newest to oldest by default, but you have the options to sort by column and choose how many profiles to display on a page. Current tabs available are:

  • All
  • Drafts
  • Submitted
  • Approved
  • Archived/Expired
  • Transfers

To learn more about how to make the most of your WMSolutions.com My Profile Page, watch our short tutorial video:

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