Editing Company Information

Updated Apr 4, 2026 Workspace and Branding

Your company information appears on order documents, emails, and forms sent from your workspace. Keep it up to date so recipients see accurate contact details.

How to edit company information

  1. Go to Workspace Settings > Account Settings.
  2. Open the Company tab (this is the default tab).
  3. Fill in or update the following fields: company name, email, phone number, website, mailing address, and tax ID.
  4. Click Save Company Info.

Where this information appears

  • Order documents and PDFs
  • Emails sent from your workspace
  • Embeddable sample request forms

Only account owners can edit company information.

Uploading Your Company Logo