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- Open the settings.
- Open the Profile section.
- Select the signature area.
- Sign using your mouse in the browser, your finger on your phone, or a pencil on your tablet.
- Alternatively, you can generate a basic signature.
- Save your signature and return to the settings.
- Scroll down a bit and open the Business section.
- Enter your company name and address, if you haven’t already done so.
- Scroll down and complete all required legal information that should appear on your documents.
- Add, for example, your managing director, business registration details, VAT ID, and bank account.
- You can also add a link to your general terms and conditions.
- Save your business data and return to the settings.
- Open the Documents section.
- Upload your company logo.
- The accent color of your documents is automatically extracted from the logo.
- To use a custom color, enter a hexadecimal color value.
- Select one of three layouts that best suits your business.
- Use the preview to see what your documents will look like.