This article contains fields that help customize your Staff's information.
Prefix – Select an option from the dropdown. Prefixes are defined in the Prefix Mini Directories.
Suffix – Select an option from the dropdown. Suffixes are defined in the Suffix Mini Directories.
First Name – Enter the Staff's first name. This field is used when sending message notifications via email.
Middle Name – Enter the Staff's middle name.
Last Name – Enter the Staff's last name. Although you have entered information in the Full Name field, the First, Middle, and Last Name fields allow you to code a document to include a reference to just the first, middle, or last name of a user.
Gender – Use the dropdown to select the staff's gender: Female, Male or Unknown. This set to Unknown as the default for new Staff.
Initials – Enter the staff's initials, up to 6 characters. The staff's initials are helpful for merging into the bottom of a letter to indicate the typist's initials.
Phone/Ext./Fax/Mobile – Enter the staff's phone and extension, fax, and mobile numbers. The Mobile number can be used for Document Generation and Texting features.
Supervisor – Enter the staff's supervisor, if applicable.
Bar number/State 1-3 – Enter the attorney's bar number(s) and select the state, if applicable.