agency settings

Agency Settings

Configure your agency's business information, integrations, and branding.

Overview

The Agency Settings page contains all configuration options for your notary agency in one place.

Settings Tabs

Basic Settings

  • Agency name and legal information
  • Contact details
  • Business address
  • Service areas
  • Operating hours

Branding

  • Logo upload
  • Brand colors and themes
  • Email customization
  • Document templates (coming soon)

See Branding Settings for details

Integrations

  • Pabbly integration
  • Mail service
  • Calendar sync
  • SMS gateway
  • Accounting software
  • Payment gateways
  • ECheck processing

API Keys

  • Google API keys
  • QuickBooks credentials
  • Other third-party credentials

Related Topics