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titleUploading a Logo and a Signature

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 and a signature to show on company documents (e.g. vouchers, invoices&reports).
To upload a company logo,

  1. On the My Company menu, click My Company. The My Company page appears.

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  1. Click Edit icon at the Logo section.

  2. Browse to the file you want to upload.

  3. Click Open. New logo is uploaded.

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.

To upload a signature,

  1. On the My Company menu, click My Company. The My Company page appears.

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  1. Click Edit icon at the Signature section.

  2. Browse to the file you want to upload.

  3. Click Open. New signature is uploaded.

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titleUploading Company Documents

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,

  1. On the My Company menu, click My Company. The My Company page appears;

  2. On the Documents tab, click Upload. The Upload New Document window appears:

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  1. Fill 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,

  • Click in the Document field.

  • Browse to the document you want to upload.

  • Click Open.

  • Click Save. The document is uploaded.

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