Adding and changing External Firms

Before continuing, it is important to note that you must have the Sign-off, rename and delete files permission activated for your user role from the Roles and Permissions feature. If you do not have this permission activated then you will not be able to access the below feature.

To add or change the External Firm assigned to a single file, simply:

  1. Access the My Files page from the top navigation bar by clicking on My Files not the drop-down menu;

  2. Search for the file you would like to edit;

  3. Select the desired file from the search results;

  4. Click on the name of the External Firm you wish to change.

  5. Select the dropdown menu, select the name of the External Firm you wish to change it to;

  6. Select save;
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