Company Info

Overview

The Company information page located in the Admin section is where you can enter details about your company.

Add your company's information

The Company Info page is broken up into 2 sections; General & Address.  To access the Company Info screen, click on the Gear icon on the top right side of the screen. Select Company Info under Settings.

  • All the fields are editable by clicking on the blank field after each topic. Once all the information is filled out, click Save 
  • The first section of the Company Info page, General, allows you to upload your company's logo, name your company and provide the company's phone number, fax number and email address.
  • The Address Section allows you to provide the details for your company's physical location.

To Change your company's logo, simply click on Add Logo

When adding your company's logo use a small image as using larger images will make rendering PDFs much slower.

  • Once clicked on, you have the choice of either uploading your image from a URL web resource or from a local file. If you click on "Get Local File", a Pop-Up screen will appear for you to select the file location.
  • After Locally selecting the file OR providing the URL resource, click Add to have your company's logo populated.