Managing your Offices

Add the offices of your firm so you can assign each matter to an office. One office is the main office.

Go to Settings > Manage Firm and click the Offices tab.

1. The Offices tab.
2. Add an office creates an office.
3. Each office card shows its address, email, phone, fax and website.
4. The Main badge marks the main office. Its Delete button is disabled.
5. Delete removes the office.
6. Edit changes it.

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Add an office

Click Add an office.

1. Enter the Name (required).
2. Check Main office to make it the main office.
3. Enter the address: Address Line 1, Address Line 2, City, State, Zip Code and Country.
4. Enter the Phone.
5. Enter the Fax.
6. Enter the Email.
7. Enter the Website.
8. Select the Default Merchant for payments of this office. Click + to add a merchant.
9. Click Save.

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Related articles

• Managing your Firm
• Managing Merchants
• Getting started with Matters