Add an office

If your firm has more than one office, staff who have appropriate permissions can enter information about each of your firm's locations in Setup > Offices.

  • You must enter a unique office ID and contact name for each office.
  • You can also enter email addresses for the office and specify which is the primary email address for the office.

Click Save to save the new office location.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Internal Employees: Submit HHTC feedback


Was this article helpful?