In order to update a Contact that has been set up as “Client” to a “Staff or Firm Admin”, you must delete the Contact and start over.
Please have your firm admin do the following.
- Login to www.cpaperless.com
- Go to contacts
- Find the contact to change
- Select the box next to the contact
- Select Delete/Deactivate
- Delete User
- Add the contact again and select the new user group
IMPORTANT: If you need further assistance Please Submit a Ticket or call 1-800-716-2558 ext. 202