Tutorial

Set up your documents

In this tutorial, you’ll set up your documents so that your signature, business data, brand colors, and logo are automatically applied. Each document is ready to send – with no manual tweaks or design hassle.

Set up your documents en

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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.
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