Company Information Doesn't Appear On Client Letter in SureFire - Company Information Doesn't Appear On Client Letter in SureFire 2018
๐ Company Information Doesnโt Appear On Client Letter in SureFire (2018)
This guide shows you how to update your office/company information so it can appear on client letters in SureFire 2018.
โ ๏ธ Before You Begin
You will need:
- Admin login access
๐ Step-by-Step Guide
Step 1: Log in as Admin
Use this when you need to access the setup tools.
Log in as Admin.
Step 2: Open Tools
Use this when you need to reach the utilities setup options.
Select Tools from the Main Menu.
Step 3: Launch Utilities Setup Assistant
Use this when you need to update office information.
Select Utilities Setup Assistant
Step 4: Select Setup Assistant
Use this to begin the setup process.
Select Setup Setup Assistant
Step 5: Enter Office Information
Use this to ensure your company information is saved correctly.
Select Office Information and input office information
Step 6: Save and Close
Use this to apply your changes.
Select Save Close
Step 7: Open a Return to Add the Letter
Use this to generate the letter using the updated information.
Open a return to add the letter
๐ Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup
Support Center