Objective:
- How do I Update my Initials in Clio?
- To change the initials that show up on bills.
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Navigate to Settings
- Click on Profile
- Edit Initials field to change how your own initials appear on an Invoice
- Click Save New Information button at the bottom
OR
- Navigate to Settings
- Click on Manage Users
- Click Edit under the Firm members name you would like to edit
- Click Save New Information button at the bottom