Revise a Client's Transcripts Settings Updated March 13, 2023 21:28 ~ minute read In-App Guide Revise a Client's Transcript Settings 1. Click on the Settings icon in-line with a previously requested contact's transcript report. 2. Fix any of the provided information fields as needed. 3. Click Manage forms to open the form management modal. 4. Select the Forms and Years you want to request. Navigate the form types using the left-side column. 5. Click Save changes once finished. 6. Click Save changes on the Transcripts Settings modal to save your changes.