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Editing your organization's name and other details

As the Org Admin you can edit and update your organization's name, address and other details as required.

What's the difference between your Organization Name and your Trading Name?

  1. Your Organization Name: this is your Organization’s legal entity name. This only appears in the Organization Name field in the app.
  2. Your Trading Name: this is a shorter version of your Organization Name and often used on stock exchanges. This is the name that is used for display purposes throughout the app. For example, it is used in the following:
  • the Created By field when uploading single documents
  • what appears under the user’s name on all screens
  • it’s displayed in the Directories
  • it's used in Upload Profiles
  • it’s shown in Workflows.

Adding a name

  1. Click the Setup button on the Module Menu, and under My Organization, click Organization Details.
Details Menu
  1. Enter or change information in fields as required. You must complete mandatory fields to save your changes. Mandatory fields are marked with a red asterisk, and have a yellow background.
  2. Click the Save button.

Organization Information

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