Adding New Attorneys


This tutorial will walk you through the steps to add attorneys in TrustBooks.  


  1. From the Navigation Pane, select MISCELLANEOUS

  1. On the drop-down menu, select Manage Attorneys.

  1. Scroll to the bottom, Enter the new user’s First Name (required field).

  1. Enter the new user’s Last Name (required field.)

  1. Click the Add Attorney button to save the Attorney in TrustBooks.