Need to update your company details, custom template directory or override your cloud sync folder structure? Please read below for detailed steps on how to accomplish it.
Note: The Settings pages and options available to you depend on your account plan and user role. Master Users have access to all available settings; options for other user roles will vary. Master Users in Enterprise plans can set up custom roles to grant access to specific Settings pages.
- Company-related details for your account are found in Settings / Account.
Note: Your personal account details are found in Settings / Profile.
- The Account tab is where company contact details are listed, including name, website, address, and time zone.
- If you make changes on this tab, or any other tab in the Account settings, click Save.
- The Templates tab is where you can enable a shared folder that contains all your shared templates. This folder will be available to all team members Turn on Custom Template Directory, add a label and icon, choose the user, then click Save Settings.
- If you want client documents saved in the company’s cloud server, the Cloud tab is where you can configure cloud settings.
