Update company details and logo
Company details and logo updates require specific permissions. To make these changes, you must have rights to “Manage company settings".
Ensure you have this permission enabled before proceeding, or contact your company administrator for help.
Once enabled, follow these steps to update your company settings
Click on your profile icon in the top right corner and select Settings under “Company” section from the menu.
Use the Company details tab.
Upload your company logo. The uploaded file will automatically appear on all company contracts, templates, and emails generated when you send contracts or assign actions to recipients. Enter your organization’s name into the Company name field.
Select your preferred date structure from the Company date format dropdown menu. This format becomes the default across all date-type data fields in your company's contracts, templates, and AI imports.
Click the blue Save changes button to apply your updates.
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