Illustration: The agent "Edwards & Co Pty", would like to change the "Prepared By" from "Edward & Co Pty Ltd" to "Team Edwards" 


1. Navigate via Firms Settingsthrough clicking the "Gear wheel Icon" > Profile > Settings.

2. The system will input data from the "Trading Name" field; however, if it's blank, it will retrieve it from the "Name" field instead.

3. The user will change "Trading Name" from "Edward & Co Pty Ltd" to "Team Edwards"