Using the General Settings page

The General Settings page, located in the Settings (Sidebar), is where you can adjust the name, contact information, and address of an Organization.

General settings consists of 3 sections: Organization Information, Primary Contact,  and Organization Address

Organization information

This section is where a you can enter information such as: Display Name, Website, and a Custom Logo. 

Primary Contact

This section is where you can enter the contact information of who will be the main point of contact for your parties. This information will be visible on the Document Request Landing Page that each party will see after receiving a document request from TrustLayer. 

NOTE: If your organization has a shared email account for correspondences, this can be listed here as the primary contact so that no one person is responsible for all communications. 

Organization Address

This section is where you enter the address that will be visible on the landing page that each party will see after receiving a document request from TrustLayer.