The first step in setting up your multi-office is to create the other offices, this will then allow you to associate all other items to the appropriate office.
1. To create your offices navigate to SETUP>MY COMPANY> INFORMATION AND SETTINGS.
2. Select the + button in the bottom left.
3. Select Yes to Add a New Company.
4. From this window, you will want to fill in all information associated with your other office.
After you have finished entering in the office information we recommend going straight into the global setup of OfficeTools by CARET for the newly created office. This includes setting up the new offices DMF, Letterheads, Integrations and etc found under this window.
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