Setting Connect preferences: Contact–Transcript Packages
This section allows you to set export preferences and configure the email notification that is sent when transcript packages are ready for viewing.
Step-by-step instructions
- On the left-hand side of the Connect Preferences screen, click Contact–Transcript Packages.
To update preferences displayed, click Edit.
In the PDF Transcript Preference for Exporting drop-down, select an export default.
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Use the word processor and merge data fields (click
to display and select available fields) to customize the subject and body of the email notifying clients that a transcript package is available. 
Click Save at the top right of the Contact–Transcript Packages panel to save your changes.