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How to Add or Change Office Detail Settings

Julia Sweeney avatar
Written by Julia Sweeney
Updated over a month ago
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16 STEPS

1. Click settings

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2. Under business, click offices

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3. Here you will see the offices already created

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4. Click add new office to add a new office location


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5. Enter the office setting details and click save


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6. To edit your existing offices, click the edit icon


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7. If you wish to set a specific office as a primary office, click set location as primary office

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8. Enter the office name you would like used in documents


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9. Enter an office nickname that will be used to assign matters


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10. You can set defaults for your offices signing locations and view your signing location preview text

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11. You can set your office's default commissioner on matters

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12. You can also set your offices default witness on matters


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13. Click save


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14. To change the office selected within a file, click the edit icon next to file details in the overview tab


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15. Click the dropdown under office name

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16. Click save


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Next step: Practice

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