Accessing the Contact Details Update Page

• Navigate to the Firms page.
• Select the desired firm from the list.
• From the right-hand side menu, choose Update contact details.

Updating Contact Details

You have two options for updating contact details:

1. Select an Individual from the System
Choose an individual already present in the system and their details will populate automatically.

2. Manually Enter Contact Details
Fill in the following fields:

• Name: Provide the individual’s name
• Position: Specify their role within the firm
• Email: Enter their email address
• Telephone: Add a contact number (optional)
• Fax: Include a fax number if applicable (optional)

After entering or selecting the contact details, click Update contact details to apply the changes.