Preferences

Click on your initials to navigate to Settings

Profile settings

You will be directed to your personal profile settings. You may change your name, telephone number and time zone

The next step is to set your filing preferences

Filing preferences

Default Drafting Method:

When creating UCC (Uniform Commercial Code) filings in Falcon, there are two drafting methods available: 

1. Wizard-Prompt Flow
   • Answer guided questions and Falcon will automatically complete the UCC forms for you
2. In-Form Drafting
   • Manually fill out the UCC forms yourself

New Filing Defaults

When you create a new UCC filing in Falcon, the system applies the following settings to streamline the process, if you choose these settings as defaults:

1. eFile Where Possible 
   If the filing jurisdiction supports electronic filing, Falcon will choose to file electronically
2. Expedited Service 
   Filings will be submitted with expedited processing when available
3. Search to Reflect 
   This is an optional service offered by Platinum Filings. It involves performing a UCC search after the filing is complete, to ensure the newly filed UCC record appears correctly in the public record
4. Use Client Reference 
   The Client reference value will be copied into the Optional filer reference data field on the UCC form

The next step is to choose your communications preferences

Communications

There are three types of Communications: 

• Confirmations – confirms success of your action
• Notifications – informs of actions taken by others; no action is required on your part
• Alerts – action is required by you

Confirmations

By Default, Confirmation popups are enabled, and Confirmation emails are disabled

Confirmation popups serve as real-time verification that your action was successful (e.g. “Filing successfully submitted”) 

If Confirmation emails are enabled, they can be received in real time (immediately after the action is taken) or accumulated into an email digest

If the emails are to be accumulated into a digest, set the frequency of the digest to Daily or Weekly

For daily, choose the time of day

For weekly, choose the day of the week and the time of day

Notifications

By default, Notification emails are enabled
Notification emails can be received in real time (immediately after the action is taken) or accumulated into a digest

If accumulated into a digest, set the frequency of the digest to Daily or Weekly If Daily, choose the time of day If Weekly, choose the day of the week and the time of day When a group of filings is submitted at once, you may choose to be notified at the end when all filings in the group are marked Complete, or as each filing in the group is marked Complete

Alerts

By default, Alert emails are enabled
Alert emails can be received in real time (immediately after the triggering action is taken), or accumulated into a digest

If accumulated into a digest, set the frequency of the digest to Twice Daily or Once Daily If Twice Daily, choose the time for each digest If Once Daily, choose the time of day Falcon generates reminders for Alerts, since action is required If the initial Alerts are received in real time, choose the frequency for alert reminders – twice daily or once daily If the initial Alerts are received in a digest, alert reminders will be included in the same digest

Miscellaneous Preferences

Choose your home page

• My filings – the list of filings you own
• All filings – the complete list of your firm’s filings
• Dashboard

Select your Lapse threshold

• How many months of filings will be included in the Lapse filings list and Lapse dashboard graph

• The default value is 6 months. This can be changed