Team & company · 2 min read
Set your company profile and document defaults
Make sure new documents use the business details and branding you expect.
Before you start
You need permission to manage the company. Prepare your logo and business contact details.
Step by step
Open Your Company
Use Your Company in the sidebar and review the Company profile fields.
Update your business details
Enter the business name, contact information, address, and supported custom fields. Choose your logo with the logo control.
Set visibility and defaults
Use the eye controls to decide which details appear on future documents. Review the other document defaults and document-view alert preferences offered on the page.
Save and check a new document
Save the settings, then review a newly created document’s preview to confirm its business information and visibility.
What happens next
Your company settings provide defaults for future documents. Existing documents keep their current visibility settings.
Good to know
An eye control changes whether a field is shown; it does not remove the stored business value. Personal profile details live in Account Settings.
Sign in to use this feature. Available actions depend on your workspace access.