Account Details serve as business details of your company when sending email communications through DocketManager, and can also be utilized in system generated documents as needed.

Some default canned email templates and document templates, that come with the system, utilize the following HTML Tags that link to your Account Details:

• Avatar (Logo Image)
• Billing Location:
  • Address
  • City
  • Region
  • Zip / Postal Code
• Phone
• Email
• Website

EDIT ACCOUNT DETAILS

Settings > Admin > Account

• Hover your mouse over your Company Name under Account Details.
• Click on the blue Edit Pencil icon in the top right corner of the Account Details block.
  • Edit your company business information.
  • Upload an Avatar Image of your Business Logo in the top right corner.
• Click Save

Want to learn more?

Click here for Canned Emails.

Click here for Document Templates.