Welcome to step 1 of 10 in our Client Engager setup series!

Let's set the foundations by entering your company information, defining default terms, and customising your document layout. To do this, navigate to 'Settings' and find the following named sections on the left menu:

1. Company Information
2. Default Terms & Policy
3. Document Layout

We'd also recommend setting up users. Here's a link to a useful article on the subject: https://help.engager.app/en/articles/956354

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