Profile Icon - User Profile tab - Name

Created by Dan Trevarthen, Modified on Mon, 4 Dec, 2023 at 9:49 PM by Dan Trevarthen

Click on the “User Profile” icon/button to display the Tabs available.  Click on "User Profile" tab.  

 

NAME Section:

Your full name, under the “Full Name” textbox, can be changed in this section.  This is the full name that will be associated with your initials in the Administrator settings of the User.  Type in the full name you would like to see as your identity on invoices, reports and other. 

 

In this example it shows below the signature on an invoice (if you are the responsible lawyer for the file).

 

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