USER GUIDE
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.
RELATED GUIDES
- Global Document Settings- Copying options
- Global Document Settings- Folder options
- Global Document Settings- Other options
- Global Invoice Options- Options tab
- Global Invoice Options- Descriptions tab
- Global Invoice Options- Format tab
- Global Invoice Options- Aging tab
- Global Invoice Options- Late Fees tab
- Global Invoicing Options
- Global Project Settings- Assignment Options
- Global Project Settings- Project Reminders tab
- Global Project Settings- Assignment Reminders tab
- Global Project Settings- Budget Alerts tab
- Global Project Settings- Project Options tab
- Global Payroll and Time Settings- Time Options
- Global Payroll and Time- Other Options
- Global Payroll and Time- Payroll Options
- Global Letterhead Options
- Letterhead Options
- Global Schedule Options
- Global Bank Info Options
- Global Email Options
- Global Email Templates
- Global Contact Settings