Configuring the Firm's Email Settings

Tip: You can expand areas in this window by clicking to the right of the section header.

To enter or edit email information, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
  2. Click Email Settings on the navigation panel.
  3. Enter your firm's email disclosure. This will be added to the end of firm emails.
  4. Click OK.