Account Settings & Branding

How to set your account settings & add branding.

Purpose
This guide helps you set up your profile, branding, and preferences so your documents look professional and match your organization’s identity.

Steps

  1. Access Account Settings

    • Select the Settings tab from the sidebar.

  2. Personal Profile

    • Add your full name and personal info.

    • Provide a contact email and business address for official documents.

  3. ! Organization Settings !

    • Select the Admin tab from the sidebar.

    • Add your organization’s information and click Save Changes.

  4. Branding

    • Within the Admin tab there is a subtab called “Branding”

    • Upload your logo and signature (transparent PNG recommended).