Company detail information is managed in the Edit Company window. To access the Edit Company window:
- Go to the Company Workspace tab and switch to Admin mode.
- In the right pane, from the toolbar, click Open. The Edit Company window opens. The Edit Company window has the following tabs:
- General: In this tab, you can manage several company features. See the table below for details. The fields with red asterisks are required.
- Address: You can enter up to seven company addresses. There must be at one address entered for the company headquarters.
- Security: In this tab, you can set up file security policy and password/login policy that your users must follow after they signed in to Unifier.
- Contact: Maintains support contact and e-Learning access information for your users. The information entered here appears in the Support window (Contact tab). To access the Support window, click Help, from the upper right-corner of the Unifier window, and select Contact Support from the menu.
- E-Signatures: In this tab you can manage the default e-signature type, DocuSign setup, and AdobeSign setup to use these digital E-signature solutions within Unifier documents.
- Outgoing E-mails: In this tab
The following explains each tab in details.