General - Offices

Who can use this feature? 

By default, System Administrators 

Purpose

The Offices page makes it easy to manage and add existing offices for your firm. Once added, an office record can be selected in various parts of MetaField, including: 

• Associating a user with an office in Users 
• Assigning a new project to an office in Project Specifications 
• Displaying an office location on client reports 
• Filtering MetaField data to projects belonging to a specific office  

By keeping this page updated, your users can easily connect work in MetaField to the correct office – and view relevant data associated with that office.

Available actions 

• Add and manage offices associated with your firm 
• Edit info for existing offices 
• Deactivate or delete offices 

Note: Once created, these offices can be assigned to individual users via the Office Access feature. For more info on Office Access and how to enable it for your firm, contact your MetaField Representative. 

Adding an Office: What to expect 

Step 1. Press the Add Office button 
Step 2. Enter required info for your new office (name, address, etc.) 
Step 3. Press the Save button 
 
Once saved, your office will be available for use in MetaField. If you don’t see your record, try searching for it by name or status. 

• External ID: ID from your source system if your adapter brings over Offices 
• Region: Geographic region the office is associated with 
• Report Logo: Optional logo file specific to an office location 
• Include Name on Reports: Indicates if the office name will appear on reports as part of the address

Managing Offices 

The buttons located on the far-right of each office allow you to perform various quick actions, such as viewing its history or deleting it: 

• History (🗓️): View history of the office (creator, creation date, etc.) 
• Deactivate (️◼️): Deactivate the office 
• Activate (▶️): Activates or reactivates the office 
• Edit (️✏️): Edit office info and details 
• Delete (✖): Delete the office 

Note: You can search by status to view and manage offices that were deactivated or deleted.

Want to keep learning?

Click here for more how-to articles and MetaField guides. You can also access in-app guidance using the Help Desk!