How do I update my profile for PDF reports?
From the profile, you can edit your personal details in the following simple steps
To update your profile, navigate to Settings->My Profile from the left navigation menu.
Note: The profile information will be used on the cover page of the PDF reports like RTQ Report, IPS Report, Proposal etc.
Under My Profile you can add the following:
- First and Last Name
- Phone Number
- Email Address
- Photograph
- Title
Once you have added the information, click "Save" to save the changes.
Under Branding you can add the following:
- Team or Personal Logo
- If you use a different website than your Home Office, you can add it under the company website
- If you use a different office address than your Home Office, you can add it under the company address
- If you use a different business name than your Home office, you can add it under the company name
Once you have added the information, click "Save" to save the changes.
Note: The profile information will be used on the cover page of the PDF reports like RTQ Report, IPS Report, Proposal etc.