Skip to main content
All CollectionsContract roomSettings for Contract room
How to create and set up an Entity
How to create and set up an Entity

Create an entity and set up entity information

Updated over a week ago

Entity information

Here you can update the settings for the entity and its sub-entities. Add essential company information such as address and URL to your website - it will be used in your email signature.

  • See your plan and the number of seats

  • Set company information

    • Entity name

    • Entity ID

    • Zip code

    • City

    • Business Registration Number

    • Email

    • Company name

    • Street address

    • State

    • Country

    • Website

  • Set regional settings

    • Country

    • Timezone

    • Currency

    • Data center

    • Language

    • App mode

      • Sales

      • Business

How to create a new Entity

  1. Click on Add new entity

  2. Fill in your company information

  3. Click on Continue

  4. Done!

Related Articles
How to add our dynamic merge tags to the editor
Entity settings (E-sign plan)
How to set up Communication templates
How to set up branding for your entity
How to set up your Subscription and Billing settings
Did this answer your question?