How can I update my firm information?
Your firm information appears at the bottom of the notification emails DecisionVault sends to your clients. Keeping details like your name, address, and contact information up to date makes sure clients always have the right information when reaching out to your firm.
Besides the firm details, the Firm Information page also holds your firm's Localization Settings: the Timezone, Date Format (for example Month, Day, Year), and Time Format (12 hour or 24 hour). These control how dates and times are shown for your firm throughout DecisionVault.
To update your firm's information go to Settings > Firm > Firm Information then click on Manage.
From there you will be able to update the following details:
- Firm Name
- Firm Address (in one line)
- Firm Office Phone Number
- Firm Office Email Address
You can also designate a specific firm user as the recipient for replies to system notification emails.
After updating your firm details click on Save.
If you need to update the firm's country you must reach out to support@decisionvault.com for assistance.
Frequently Asked Questions
Who can update the firm information?
Firm administrators. Go to Settings > Firm > Firm Information and click Manage.
Where do clients see this information?
At the bottom of the notification emails DecisionVault sends to your clients, such as invitations and reminders.
Can I change the firm's country myself?
No. Reach out to support@decisionvault.com and we will update it for you.