business settings

Business Settings

Configure your agency's business information, contact details, and branding.

Solo Agencies

For solo notaries, Business settings are combined with Profile in the Settings menu.

Multi-User Agencies

Agencies with multiple users have a separate Agency menu for business settings.

Configuration Options

Agency Information

FieldDescription
Agency NameYour business name (appears on invoices, emails)
EmailPrimary contact email
PhoneBusiness phone number
AddressBusiness mailing address

Branding

SettingDescription
LogoUpload your company logo
Brand ColorAccent color for invoices and portal
FontChoose typography for documents

Contact Preferences

SettingDescription
From EmailEmail sender name (e.g., "Notary Service")
Reply-To EmailReply-to address for communications

Saving Changes

  1. Make your changes
  2. Click Save Changes
  3. You'll receive an email confirmation when your profile is updated

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Last Updated: 2026-01-30 Version: 1.0.0