Entity Information
You can update the settings for the entity and its sub-entities by adding essential company details. This information is used in email signatures and for administrative purposes.
Setting Up Company Information
Navigate to Entity Settings and fill in the following details:
General Information
Entity Name
Entity ID
Company Name
Business Registration Number
Email
Website URL
Address Information
Street Address
City
State/Region
Zip Code
Country
Learn more:
How to use Entity settings to automatically merge into your documents
Subscription & Seats
View your current plan and the number of allocated seats.
Set Regional Settings
Define entity-wide regional preferences for all users.
Country
Timezone
Currency
Data Center
Language
App Mode (Sales or Business)
How to Create a New Entity
To create a new entity, follow these steps:
Click on Add New Entity in Entity Settings.
Fill in the Company Information fields.
Click Continue to proceed.
Your entity is now successfully created!
