Access Company Details (Edit Company Window)

Company detail information is managed in the Edit Company window (also known as company properties window). To access the company properties window:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the right pane, from the toolbar, click File and then 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 in the following topic for details. The fields with red asterisks are required.
    • Address: You can enter up to seven company addresses. There must be at least 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 the system.
    • 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 Adobe Acrobat Sign (Adobe Sign) setup, to use these digital E-signature solutions within Unifier documents.
    • Outgoing E-mails: In this tab, you will be able to determine the size of the attachment in each outgoing email, in MB.

In This Section

Edit Company (General Tab)

Edit Company (Address Tab)

Edit Company (Security Tab)

Edit Company (Contact Tab)

Edit Company (E-Signatures Tab)

Edit Company (Outgoing E-mails Tab)


Last Published Saturday, July 13, 2024