A guide to setting up your organisation

On the "My organization" page you will find your organization details. These details are used in contracts, and will be visible in the right-hand corner of the contracts that are sent to your customers.

Click [Settings], then My organization which you see in the CRM. Here you can change the organization details for your company.

When we create a system, the name of your company is registered as the organization name and linked to your organization number. Both can be changed if you wish. Press Save to save any changes that are made.

💡 Tip: When your system is created, it is linked to the organization number of your company. Information such as address and organization number will be filled in automatically.

Here you can change the address of the organization. Press Save to save any changes made.

Here you can upload your organization logo. The logo will be used in contracts and in the signing portal.

To add a new image, click on the frame that says New image. Upload the image you want to use, then click Save.

To change or delete an image, tap the trash can.

If you wish, you can add a new logo. You do this in the same way as described above.