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To start configuring your company profile,
On the My Company
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menu, click
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My Company. The
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Information page appears:
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2. At the bottom of the tab, click Edit to switch to The tab is opened in the editing mode.
3. Fill in the required data. The fields you should fill in mandatory are marked with the asterisk (*).
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You can upload images to the system and use them for different purposes.
For example, in the company profile, you can upload a company logo to show on company documents (e.g. vouchers, invoices&reports).
To upload a company logo, On the Navigation menu, point to Company profile, and click Information. The My Company page appears. Click Edit at the bottom of the page to switch to editing mode. To upload a logo from your PC,
4. To upload a logo from an external web-source, 5. Click Save. Please, note that this logo will NOT be used as a part of header of the system. If you want to configure the header – please see instructions within Company Profile Settings. |
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| title | Uploading Company Documents |
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On the Documents tab, you can upload documents related to the company. E.g. contracts, price lists, guarantee letters etc. Uploading documents in advance helps you to store the documents in the system and have access to them anytime when needed.
To upload a new document, On the Navigation menu, point to Company profile, and click Information. The My Company page appears; On the Documents tab, click Upload. The Upload New Document window appears:  Image ModifiedFill in the required information:
Select the document type from the drop-down. In case there is no suitable document type, click Other. Set the validity period - specify the starting and the finishing date of the period. Please, note that these parameters don’t have any special logic behind them, they are specified just for information.
4. To upload a document from your PC, In the Upload file group, click Add. Browse to the document you want to upload. Click Open. Click Upload. The document appears in the list of company documents.
5. To upload a document from an external web-source, Click Upload via link to expand the form. Click Add. The URL bar appears. Enter the location of the file on the Internet into the URL bar. Click Upload. The file appears in the list of uploaded documents.
6. Click Save. |
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