Can I Change the Title of a Trust Request?
Objective:
- Changing the wording of a Trust Request
- Modifying Bill Request Title
- Updating the verbiage on a Bill Theme
Environment:
Additional Information:
Answer:
- Go to Settings
- Click Billing
- Select Bill Themes
- Click on the theme you'd like to Edit
- On the Edit Bill Theme page, select Localization
- Select Trust Request Information
- In these fields, type in the wording as you would like it to appear on your Trust Requests (i.e. Retainer Agreement/Client Funds Request, etc.)
