Settings

Configure company data, branding, custom fields and more.

5 articles
Company Data and Branding Manage company data, upload logo, customize primary color and theme – with plan availability.
Custom Fields Additional fields for contracts: 6 field types, setup, display in form, table, API and AI.
Currencies and Exchange Rates Four currencies (EUR, USD, GBP, CHF), automatic ECB exchange rates and default currency setting.
Email Settings Set up SMTP or Microsoft 365 Graph API for email delivery – with test email function.
Multi-Tenant (Multiple Tenants) Manage multiple tenants: create sub-tenants, switch, data separation and limits.