Your Instanet account when you transfer Offices or Firms

A lot goes along with preparing to leave your current firm or even simply switching offices within the same firm. What happens to your transactions, tasks, contacts, templates, and clauses? When it comes to Instanet Solutions, this guide can assist with your preparations. Before making the big move, learn what Instanet items travel with you on your journey and what will not.

Preparing your Instanet Account: Getting Your Account Ready to Switch Firms