Here we will walk you through how to complete your profile details including contact information, signature, billing, document branding, and email or password. Make sure to complete any missing information in your profile as it will be used across the platform.
Quick Video Tutorial:
Step by Step Guide:
Navigate to your Account Settings
To access your profile details and account settings, click on your Profile Avatar at the bottom left of the navigation menu.
Fill in your contact and company details
Within your profile, ensure that you fill in your phone, address, and company as these details will be used across the system to autofill your contact details. You may also upload a professional picture (under 3 MB) for use as your avatar — a square photo will show up best.
Check your signature and license for accuracy
Navigate to the Signature tab in My Account to check that your signature is accurate and showing up the way you want. You can set this to be a drawn signature, a typed signature, or an uploaded signature based on your preference. This setting will auto-fill across the platform when you sign legal documents and contracts.
Set your document branding
Click into your Document Branding tab to input the company, team, and contact details you want to show up at the top of each document in the system.
Refer to the preview as you type to ensure accuracy, then click Save.
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