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Step-by-step Guide

How do I setup Multiple Offices?

Article ID: 3063
Last updated: 09 Mar, 2020

Multiple Offices allows you assign clients and users to specific offices. You can then specify filing credentials on a per-office basis. Therefore, each user assigned to a specific office can utilise these credentials, allowing them to quickly populate the correct credentials for a given office when the firm filing credentials option is selected.

Article ID: 3063
Last updated: 09 Mar, 2020
Revision: 2
Views: 193
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