Firm screen

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Error processing SSI file

Use the Firm screen to do the following:

  • enter basic identification and address/contact information for your firm
  • set up certain firm security options and other firm-level options
  • set up and monitor event tracking
  • set up custom fields

Choose Setup > Firm Information > Firm.

Tabbed pages in this screen

Main tab

Images tab

Preferences tab

    Events tab

    Custom Fields tab

    Related topics

    Entering basic firm information

    Setting up firm preferences

      Getting started with Workpapers CS

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