Company profile and document settings

Maintain company identity, numbering, templates, and communication defaults.

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Use Settings to update the company name, logo, address, tax registration, contact details, timezone, base currency, document numbering, print templates, email settings, and notification preferences. Preview official documents after changing a template. Tenant documents should show the company identity and not platform administration details. Verify tax and legal fields before issuing a document.

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Control which operational notifications users receive.

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