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Account Management Articles
10 articlesNotification Preferences
Configure your push notification settings from this page. Push notifications keep you informed about orders, appointments, and team communications on your devic
Quiet Hours
Quiet Hours allow you to suppress push notifications during specific times - like while you're sleeping or in meetings. Settings | Field | Description | Exam
Two-Factor Authentication Settings
Configure and manage your two-factor authentication methods for enhanced account security. Overview The Two-Factor Authentication (2FA) settings page allows
Brand Color Field
Customize your agency's visual identity with brand colors. Color Types Primary Color Your main brand color used for: - Navigation buttons - Links - Page hea
Logo Upload Field
Upload your agency's logo to appear on documents, emails, and reports. Where It Appears Your logo will be displayed on: - PDF invoices and receipts - Custome
Agency Settings
Configure your agency's business information, integrations, and branding. Overview The Agency Settings page contains all configuration options for your notar
Agency Branding Settings
Customize your agency's visual identity and email communications. Overview The Branding Settings page allows you to personalize how your agency appears to cu
Company Name Field
Enter the legal name of the client company. Field Details - Form Field: companyname - Required: Yes - Type: Text input - Validation: Must be unique within yo
Company Details Page
View and manage comprehensive information about a client company. Page Overview Company Header - Company Name: Legal business name - Status: Active, Inactiv
Company Matching
Understanding how the system matches companies to avoid duplicates. What is Company Matching? When you add a new company, the system searches the global data
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