How do I change my company information?
Go to the Company page where you will see the information and settings of your company profile on the BoldTrail BackOffice platform.
As a user, you can change company name, address, office title, and license number.
Ask our support team if you want to change the:
Company logo that will be displayed on the menu bar
Branding color that will adjust the interface appearance
How do I configure the eSign certificate email attachment?
This functionality requires the ‘Can manage company settings’ permission enabled.
Once a package is completed, you can manage whether the eSign certificate is included in the email sent to all parties.
Under the Settings section, go to Company and switch the Attach eSign certificate upon completion toggle. When enabled, the email sent to all parties will include the eSign certificate upon completion.