Knowledge Base > User Guides > Global Settings > My Company Information and Settings Screen

in User GuidesGlobal Settings


My Company Information and settings controls how OfficeTools WorkSpace works. These are the behind the scenes options that really drive the customization process to an office. Sometimes referred to as the “global options”, this is where all office related information will be populated, including things like payroll cycles for your office to where you want OfficeTools WorkSpace to store document files. These top layer, global options, will affect how OTW works for you and are integral to a successful implementation

The first thing that will display when you open the Information and Settings window is an area to populate your firm’s address, phone numbers, begin dates, and such. You will also find your OfficeTools account number. The address and contact information that you find there does pull into the default “letterhead” for invoices and form letters; therefore should be updated and accurate to the best of your client’s knowledge.