Welcome to our instructional video on optimizing your Company Details Page within our Construction Document Management Platform. This guide is essential for ensuring your company's information is fully utilized for a more efficient contract and document management process.
1. Access the Company Details Page
Steps
From your dashboard, click on your profile icon in the upper-right corner.
Select “Company Info” from the dropdown menu.
You’ll be taken to the Company Details Page, which displays all company-related information.
2. Review Your Company Information
What You’ll See
Company Name — the official name used on contracts.
Primary Contact — main point of contact for company communications.
Default Contract Signer — automatically filled when sending contracts.
Default Task Assignee — person assigned to new tasks by default.
Company Type — e.g., general contractor, subcontractor, consultant.
3. Add Supporting Information
Below the Main Details, you can upload or add:
Certifications — attach any relevant business or professional certifications.
Licenses — upload active licenses your company holds.
Subsidiary Companies — link related entities under your organization.
Office Locations — add branch or regional office details.
💡 Tip: Filling this out completely allows you to easily select options (like office locations) from a dropdown menu when creating scopes or contracts.
4. Edit or Update Company Details
To make changes or add new information:
Go to the Settings section in your left-hand navigation menu.
Click Company Details.
From here, you can:
Edit your company name or contact details.
Click “Add Certification” to upload credentials.
Click “Add License” to include new or renewed licenses.
Manage office locations and subsidiary listings.
5. Best Practices
Ensure all company data is entered accurately the first time — this setup directly affects how contracts auto-fill.
Review this section regularly to ensure certifications and licenses are up to date.
Keep contact information and default assignments current to prevent workflow delays.
6. Key Takeaway
Setting up your Company Details Page correctly the first time makes your contract creation and document management faster, smoother, and more reliable in the future.