Table of Contents
Settings_ Company #
General Information:
Navigate to the General Info section within the system.
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Add Company Name:
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- In the Company Name field, enter the full legal name of the company.
- Ensure that the name is accurate and reflects the official name used in business documentation.
Add Company Logo:
- In the LOGO field, drag and drop an image file of the company logo from your files.
- Ensure the logo is in a supported format (e.g., PNG, JPEG) and is of high quality for clarity.
- Adjust the image if necessary to fit the designated area.
Input Additional Company Information:
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- Provide the following details in their respective fields:
- Website: Enter the company’s official website URL.
- Phone #: Input the primary contact phone number for the company.
- Company Logo: (If separate from the upload) Specify the file name or path for the logo if needed.
- Primary Contact Name: Enter the name of the main point of contact within the company.
- Primary Contact Phone: Provide the phone number for the primary contact.
- Primary Contact Role: Input the job title or role of the primary contact within the company.
- Primary Contact Signature: Upload a digital signature or input a signature image of the primary contact (if applicable).
Input Billing Address:
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- Provide the company’s billing address in the specified fields:
- Street: Enter the full street address for billing purposes.
- Zip Code: Input the zip code associated with the billing address.
- City: Enter the city for the billing address.
- State (ST): Specify the state abbreviation (e.g., NY for New York, CA for California).