On **Client Setup**, Navigate to the **Secretarial Information**

Input the **Secretarial Information** and **Secretaries**

If the **Secretaries Address** and the **Business Address** are the same, Select **Copy from Business Address** to Copy the Address from the **Business Address**

This guide simplifies the process of setting up client secretarial information.  It’s a quick reference that enhances productivity and helps maintain organized client records.

Draftworx Desktop: Client Setup- Secretarial Information and Address - DX030