Updating your user profile

The user profile area allows you to modify your personal user settings.  These settings include:

  • Your personal profile information
  • Language and timezone preferences
  • Password reset email
  • Your saved signature

How is the user profile information used?

  • The name and email address address will appear when you send documents.  It appears in the From email and the email body when you send an agreement out for signature
  • The signature is saved when you complete your first document.  That same signature is then used when you sign subsequent documents
  • The Company name field will be auto-populate into the Company field when you are the designated recipient of that field

To update your account information:

  1. Click on the avatar icon in the top menu
  2. Choose Manage My Profile
  1. Navigate to desired tab in the left navigation (we're using the Personal Information tab in this example)
  2. Modify your profile information as needed
  3. Click Save to save the changes

 

Why can't I modify the company name?

The company name field comes from the account settings. This can only be modified by an account administrator. See Modify account name and address