How do I enter Company Information?
Company information and Logo may be added in the Setup Wizard
- Login as Administrator
- From the <Administrate> Menu select <Set up Wizard> from the drop down list.
- Select the <Company> folder
- <Company Information>
- Enter Company Name, Address, etc. into fields as it should appear on documents.
- Upload Company Logo by selecting <Set> button and choosing appropriate file from your computer or network to be uploaded. Make sure to resize logo prior to uploading.
- By selecting the <Enable Gmail Alerts> option, you may set alerts to be sent to designated contacts. This may be set up at any time as long as a gmail account has been established from which to send the alerts.
- Select Currency Symbol. ($ is default)
- <Close> will automatically save information entered