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Selecting a Company for a Document and Editing Its Details

Company Settings on a Document in the Web Interface

Written by Petr Pech

When creating a new document, you need to specify the company for which the document is being created. The company can be easily selected from the company address book (simply start typing its name and the assistant will begin suggesting matches), or, if the company is not yet in the address book, you can enter all the details manually. In this case, you will be asked in the bottom-left corner whether you want to save the company to the address book.
Similarly, you will be prompted if you select a company from the address book and then change any of its details. A notification in the bottom-left corner will ask whether you want to save the changes to the company in the address book or whether it is a one-time change.

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