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Adding Company Information

Your company information is used across contracts, reports, and documents.

How to Add or Update Organization Information

  1. Go to Settings

  2. Open the Organization section

  3. Enter or update your details:

    • Company logo

    • Company name

    • Address

    • Default report color

    • Members

  4. Save your changes

Make sure this information is accurate, as it will appear in client-facing documents.

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