Your firm’s look and settings

Your firm’s look and settings.

Settings 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.

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

Have 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.

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

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

Workspace 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.

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

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

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

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

On each project, the Order tab becomes Installation.

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