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 adjust branding colors or need additional customization support.
Branding color that will adjust the interface appearance
Updated Steps for Company Logo Change
To update your company logo, follow these steps:
Log into BoldTrail BackOffice and navigate to the correct account or subaccount.
From the left-side menu bar, click on 'Company.'
Select the 'Replace logo' option.
Follow the prompts to upload your desired logo, ensuring the file meets any required specifications.
What Happens When You Change the Logo?
Once you upload a new logo, changes typically take effect shortly across your company documents and templates. In some cases, it may take up to 15 minutes for updates to fully propagate, particularly for documents like state library forms. Contact support if changes do not appear within this timeframe.
Troubleshooting Logo Update Issues
If you're experiencing any issues:
Ensure the correct account or subaccount is being updated.
Verify that the logo file meets the required format and size specifications.
Wait at least 15 minutes for the logo to propagate across all documents. If the issue persists, contact BoldTrail BackOffice support for prompt assistance.
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.