Firm settings

Overview

General settings are firm-wide defaults: the name that appears on presentations, the languages your content is written in, and the time zone, date format and currency everything else is expressed in.

These are worth getting right once at setup. Changing the default currency later does not convert values already recorded.

Permission required

You need Firm: update. Ask an administrator if the page is not visible to you.

Steps

1. Click the gear icon in the top bar to open Settings.

2. On the Settings page, choose General.

3. The Firm settings page.

4. Click Edit to change any of these settings.