Org Preferences sets details that apply across your whole organization: your branding, time zone, signing provider, and what the Agent should always know about your company.
Getting Started
Go to Settings, then under Administrations select Org Preferences. Click Save Changes to apply your updates, or Discard to undo them.
Add your company logo
Your Company logo appears on intake forms and signatures, displayed at 28px height. Drag and drop an image onto the logo area, or click Choose file to replace the current logo.
Set your organization’s time zone
Under Time preferences, choose your organization’s Preferred timezone. Each user can also set their own time zone under Settings > User Preferences.
Choose a default signing provider
Default signing provider sets which provider is pre-selected in new Sign steps. The Agent also uses it for signing activities. Choose DocuSign or Chamelio Sign.
For DocuSign setup, see DocuSign.
Give the Agent shared context with Org memory
Use Org memory for information the Agent should keep in mind in every conversation, for everyone in your organization.
Org memory applies to everyone in your organization, so keep it to information that’s true company-wide.
