Profile
Details
From the Lobby, you can change your
Account Details
by hovering over the Account Name in the navigation bar (between
the Search Field and the orange Create button). Then, hover over
Account and
select Profile.
Here, you will find your User Profile Details, such as your Name and Phone Number. Editing your Account Details is as simple as double-clicking on the field you wish to edit and replace it with the new information.
Cloud Storage
You will find a
section titled Cloud
Storage where you have the ability to connect your
SeamlessDocs account with cloud networks, such as Box, Google
Drive, and Dropbox. Clicking on the blue "Connect with..." buttons,
a popup from the respective service will appear asking for your
login credentials and permission to connect. The benefit of
connecting to cloud storage sites is that you can access files in
your Dropbox, for example, make changes on SeamlessDocs, and then
save your file within Dropbox.
Company
Details
Alternatively, you can also view and
edit the Account Details of your company by clicking on the
Company tab.
This will be the default information for your Digital
Letterhead.
You can also upload a custom logo for your company by clicking on
the Edit Your Logo
button. Your logo will also be displayed on your Digital Letterhead, which is
displayed to the left of your form or SeamlessDoc in Live Mode.