DocsAdministration

Settings reference

Practice-level settings an administrator may ask Tallify to change.

SettingEffect
Practice name and FSP numberAppear in every draft's parties section and signature block.
Console addressThe private HTTPS name of the console.
Email notificationsOff by default. When on, the advisor is emailed that drafts are waiting and briefings are emailed as well as stored.
Movement thresholdsPer panel category, the fund move that triggers a notice.
Draft word limitThe budget above which a draft is condensed once.
Session limitsIdle and absolute session life.
Advisor mailboxesMailboxes scanned read-only for client email.
Price feedVendor SFTP details for the half-hourly load.
Backup mirrorThe machine that pulls backups off the server.
Updated 2026-09-10. Questions: michael@tallify.co.za.