Corporate Identities

Editing Corporate Identity Settings

1. On the   Main Menu, select the  System Settings menu and click Corporate Identities.
2. Double-click on the name of the corporate identity that you want to edit.
3. Edit the corporate identity information.
   • Name: The name of the corporate identity.
   • Parent Entity: Choose whether or not this is the parent company.
   • DUNS Number: The Data Universal Numbering System number of the company if applicable.
   • Employer Identification Number: The EIN of the company if applicable.
   • Website: The website of the company.
   • Headquarters Location: The business location that the company operates from.
   • Currency: The currency that this company uses.
   • Default Numbering Scheme: The default numbering scheme that this company will use.
   • Document Address Style: Here you can choose how the logo and address will appear on PDFs (logo only, address right of logo, and address below logo).
   • Logo Scale to Fit: Select Yes to customize logo size (in pixels) as it appears on PDF documents. Select No if your logo is already the desired size.
   • Logo Fit Width: The width of your logo (in pixels) if you selected "Yes" for Logo Scale to Fit.
   • Logo Fit Height: The height of your logo (in pixels) if you selected "Yes" for Logo Scale to Fit.
   • Print Company Name: This is where you can choose whether or not the corporate identity name is printed on PDFs. You might choose No if your company name already appears in the logo.
   • Default Terms and Conditions: Must be in RTF format. Accepted fonts include Arial, Georgia, Calibri, and Helvetica. Recommended font size is 7-10pt depending on document length.
4. Click OK.