Your firm’s look and settings

0:01Your firm’s look and settings.

0:03Settings is in tabs, and a search finds any setting. On Firm, the Brand section is what clients and vendors see on everything you send: documents, email, and the pages they open from a link.

0:15Choose one color for every document and client page, and a typeface, embedded in each PDF.

0:22Have a typeface of your own? Upload it here, regular and bold, and every document uses it. For anything more particular, our support team can help.

0:32The letterhead takes your address, phone and website, and small print for the foot of every page.

0:38Preview an invoice, a proposal or an email in your brand as it stands, before you save it.

0:45Workspace style sets the words and layout your team works in: PortSpace’s own, a Tabbed layout, or a Project-first layout, over the same records. Each person can choose their own on their profile.

0:58On Email, How email looks sets who your email is from, where replies go, and its foot.

1:05The firm’s signature ends every email your people send: a template, or the HTML from your signature service, previewed exactly as it will go.

1:15Under Work, Modules, switch off what your firm doesn’t do. A firm that specifies but doesn’t buy can switch off procurement.

1:24Its menus, tabs and pages go. Nothing is deleted; switch it back on and every record is there.

1:31On each project, the Order tab becomes Installation.

1:35That’s your firm’s look and settings. More videos: portspace.io/videos