Kevin Bradley (Customer) asked a question.
How can I updated my address and postal address that appear on my letter head
Ross Oden likes this.
- Sebastian Figg (LEAP Dev)
Hi @Kevin Bradley (Customer),
Happy New Year & thank you for posting on LEAP Community Discussions.
To update your firms address visit this article here with instructions on how to update "Firm Details". Provided your letterhead uses the firm details address mergefield this should update your address for documents with that field.
Otherwise, to update your Letterhead follow the instructions below,
1. Open any Matter > Click on New document
2. Within the list on the left side, locate the Letter Type > Right-click > Edit
3. This will open the letter template in "Edit" mode > Double click the top of the document to open the header for editing.
4. Make the required changes to your Letterhead > When finished click "Save and close”
5. You will be prompted to input a reason for the change > Input reason > Save
6. Any new letter will now reflect the changes you have made for all users
Let us know if you require further assistance.
Best regards,
Sebastian.
Expand Post
Hi @Kevin Bradley (Customer),
Happy New Year & thank you for posting on LEAP Community Discussions.
To update your firms address visit this article here with instructions on how to update "Firm Details". Provided your letterhead uses the firm details address mergefield this should update your address for documents with that field.
Otherwise, to update your Letterhead follow the instructions below,
1. Open any Matter > Click on New document
2. Within the list on the left side, locate the Letter Type > Right-click > Edit
3. This will open the letter template in "Edit" mode > Double click the top of the document to open the header for editing.
4. Make the required changes to your Letterhead > When finished click "Save and close”
5. You will be prompted to input a reason for the change > Input reason > Save
6. Any new letter will now reflect the changes you have made for all users
Let us know if you require further assistance.
Best regards,
Sebastian.