System Settings
Setting up Your Office Details When you first log in to the system it is important to enter in your office’s details. To do this go to: - My Office ...
Wed, 13 Nov, 2024 at 2:33 PM
As the software pre-populates documents, certificates, emails and client checklists there are selection of default templates which will be automatically us...
Wed, 13 Nov, 2024 at 2:34 PM
To add a Staff member, go to Person > Add a person, then check to make sure they haven’t already been added. If they’re not on the list, then click Add:...
Wed, 13 Nov, 2024 at 2:34 PM
To set up staff email reminders, go to, My office > Settings > Automation Settings (Beta) > Organisation Settings: Customise the relevant...
Wed, 13 Nov, 2024 at 2:34 PM
To set up reminder emails, go to My Office > Staff > Staff Details: Click on the green edit pencil next to your name: Scroll down to...
Wed, 13 Nov, 2024 at 2:35 PM