Adding your logo or letterhead to the Disclosure letter

A question we've been asked a few times is "Can I add our logo or letterhead to the disclosure letter so I don't need to add this every time?". The answer is yes!

The administrator for the account can do this by clicking on Account in the main menu > Settings > Templates

Scroll down towards the bottom of the list until you find 'Disclosure letter template'

Then follow these steps:

Once it's uploaded, click Save. You can test it out, by opening a matter in the dashboard. Go to the Disclosure Tab and click on Disclosure Portal and then 'Download letter'