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INSZoom - How do I Update Firm name that appears on forms

How do I update the Firm name that appears on forms?

Follow the below steps to update the Firm name on the Forms:

  1. Click Setup (Left Menu)
  2. Go to Settings, and select Organization Information.
  3. Scroll down to "Name On Forms".
  4. Click Edit and update the Name.
  5. Click Save.

Name On Forms.png

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