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Agency - Overview

The first thing you should do in the system is to fill in very basic information about your agency.

Go to Settings → Agency → Overview to fill basic information about your agency.

The information from this settings page is replicated and displayed across various parts of the app, including PDF documents and notification emails.

  • Next step is to fill Invoice address which can be of course different than your office address.
  • Other emails can be setup in Agency settings in System emails section.