Complete your company profile
Set the business identity used throughout your SignBas3 workspace.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Settings and choose General Settings.
- Add the legal and trading names, ABN and contact details.
- Confirm the website, addresses and default regional settings.
- Review the details before creating customer-facing documents.
Good practice
Use the same business identity your customers already recognise.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.
