Your workspace
Setting up your organisation on day one
The four settings worth getting right before you send your first document.
You can start working without configuring anything, but four things are worth settling before your first send, because changing them afterwards does not fix what already went out: your contacts will have received a generic email under the wrong name.
1. Name and logo
It is the first thing the person you are asking for a document sees. A notice arriving with your company name and logo gets opened; a generic one looks like phishing and ends up in the bin. Change it in Settings → Organisation; it affects everything sent from that moment on.
2. Connect your email account
Notices can go out from your own domain instead of a generic one. This is the single biggest improvement to deliverability: an email from your domain, with your authentication records in order, lands in the inbox. One without them lands in spam, and you conclude the supplier is not replying.
Watch out
If notices still land in spam after connecting your email, an authentication record on your domain is almost always missing. That is for whoever runs your DNS, not for the platform.
3. Alerts
The defaults notify fairly generously. It pays to turn them down at first and raise them later: a team receiving thirty platform emails a day ends up filtering all of them, including the ones that mattered.
4. Contact language
Each contact carries their language on their record, and that is what is used when writing to them. Noting it when you add a foreign supplier saves the "I do not understand what you are asking for" conversation.
Frequently asked questions
›Can I change the logo later?
Yes, whenever you like. What does not change is what already went out: emails sent with the previous logo stay as they were.
›Is connecting email mandatory?
No, it works without it. But response rates drop noticeably, because notices come from a domain your contacts do not recognise.
›Can I have several organisations under one account?
Yes. One person can belong to several organisations and switch between them; each one's data is kept separate.
›Who can change these settings?
The owner and administrators. An editor can work normally but cannot touch the organisation's configuration.
A real case
The situation
An accountancy starts using the platform and sends its first fifty requests without configuring anything.
What you do
- Notices half of them never reply
- Checks that notices were going out from a generic domain
- Connects their email and resends
What you get
The second batch gets three times the response rate, with the same text and the same people.
The situation
Everything is configured before there is a real case.
What you do
- Configures the minimum and adjusts with use
What you get
The configuration answers what actually happens.
The situation
The whole team is invited on day one.
What you do
- Whoever will use it that week comes in first
What you get
Nobody receives access to something empty.
The situation
Twenty folders are created before there are documents.
What you do
- Creates the structure as it is needed
What you get
The structure reflects the real work.
The situation
Nobody decides who administers.
What you do
- Names two administrators from the start
What you get
The account does not depend on one person.
The situation
The organisation's name and details are left half done.
What you do
- Completes them before sending anything out
What you get
What a third party receives is recognisable.
This article answers
- how do I change my organisation's name and logo
- setting up the account for the first time
- put my company logo on the emails that go out
- what to do after creating the account