Learn how to configure your account profile and learn how to connect your email and personalize your information.
By following this guide, you're set up with a robust account, customized workflows, seamless automations, and effective email management, ensuring your operations run smoothly and efficiently.
Step 1: Click your account name in the upper right corner to start profile configuration:
Step 2: You can connect your email by selecting Connect to link your inbox. Follow the instructions and enter your credentials:
Please note that specific security clearances and approvals might be requested from your Local IT Helpdesk.
Step 3: To streamline document signature, users can save their signature in their personal area. Just click on the active text box and upload the graphic file with your signature:
Step 4: Users can also update their name as needed. Input the desired name then hit Save:
Step 5: Click the logout option in the lower-left corner when you're ready to sign out.