You can explore the Company Information settings in the Control Panel to define all details about your company. The company information and your company logo will be displayed on SI reports.
To access the Company Information settings, click the following icon.
This will open a form with all Company Information settings.
The following are the Company Information Settings.
General Tab
On this tab, you can add company details such as its name, address, phone number, contact email, website, and license number. Some other options on this tab are:
Logo
You can drag and drop your company logo image file into the window. Alternatively, you can add your company logo from a saved file by clicking the Add link to browse for your file or the Paste link to paste it from your clipboard. Clicking the Clear link will clear the current logo.
The image you select for your logo will be resized to 200 px by 200 px, maintaining the aspect ratio. If you use a .png file, the file will be maintained as a .png. Any other image format will be converted to a .jpeg.
SI Home Page URL
This field allows you to add the URL of your choice to display on the Home tab of SI vs. our default graphic or Home Page Business Analytics.
You may have set up your own dashboards or notifications website outside of SI that you want to display on the Home Page.
Share Settings
You have two options to specify the share settings.
Company Information Sharing
The default is "Share with all users." This will copy the information to your SI Server so all other users can use it. If you want specific company information on your machine, use the "Use only on this Windows account" option.
Additional Settings Sharing Options
You can also share your QuickBooks Settings and your Report Settings with all users.
Profile (RTF) Tab
On this tab, you can create or attach an existing Rich Text Format (RTF) file to create the company profile. This is where you can explain who you are and what your company does.
If you click the New button, WordPad will open a new file for you to create your profile.
If you click the Attach button, you will be prompted to browse to an existing RTF file.
Once the file is loaded or created, the data will be displayed in the text box. You may need to click the Refresh button.
The loaded or created file is stored in the following location: C:\DToolsSIXData\Profiles.
This RTF document will be used if you generate the Company Profile report for a Project.
Addresses Tab
This tab allows you to enter multiple addresses for your company. If you have more than one, you can use the Project Editor to print a specific address.
There are two settings to set an address: the "Default Billing" address and the "Default Shipping" address. The address selected as the default shipping address will be used as the shipping address for purchase orders and QuickBooks purchase orders.
Customer Portal Tab
This tab is where you can add the Customer Portal details.
Setting | Description |
Alias | Click the Edit link and enter an alias.
We recommend using your company's existing URL here (minus the .com or dot whatever). The alias will be used to create a custom URL for the Customer Portal. |
URL | Here, you can create your custom URL for the Customer Portal. |
Slogan | The slogan is optional.
It will appear beneath your company logo on the Customer Portal login page. |
Auto Sign-In | The Auto-Sign-In option allows your clients to view the document(s) you've shared by clicking the link in the email they receive without requiring them to log in to the Customer Portal. |
Email Display Name | Emails from the Customer Portal are sent from customerportal@d-tools.com. By default, we display the name "D-Tools Customer Portal," as shown below.
You cannot change the 'from' email address, but you can enter the email display name to change the default to your company name, as shown below.
|
Reply To Email | Here, you can enter an email address that will be used as the "reply to" email if your customer replies to emails sent to them via the D-Tools Customer Portal. This field can be used for a "broad" address, e.g., sales@yourdomain.com, or you may leave this blank.
You can also choose to have the "reply to" email be an email of the "users to notify" when sharing documents. |
Notify SI Administrators when document accepted on customer portal | This option will email all SI users who are part of the Administrator user group when a document is accepted. |
Manage Customer Portal Users | Here, you can manage your Customer Portal users. |
Enable ProPay integration for payments | Here, you can enable the integration with ProPay, an online payment processing solution. |
You will receive your login information for the Customer Portal once you share your first document.
Manage Customer Portal Users
To manage your Customer Portal users:
1/ Click the link on the Manage Customer Portal Users tab.
This will open the following form where you can mark users as inactive (or as active if you are reversing the process).
2/ Click the Permissions button to set viewing permissions for the Customer Portal.
3/ Select any number of users in the grid and click the Permissions button to choose whether you want to allow the user(s) to view all documents published to the Customer Portal by all users. This is the permission that the Company Owner may want.
The default setting is that users can only view documents they have published to the Customer Portal or have been specifically added as users who can view the document.
ProPay Integration
If you are a ProPay customer, you can link your account to SI to request an initial down payment when you publish documents to the Customer Portal.
ProPay offers online payment processing solutions.
To link SI to ProPay:
1/ Click the Enable ProPay integration for payments link.
This will take you to the login screen for Customer Portal (if you are not already logged in.)
2/ Once logged in, click the icon with your initials in the upper right corner of the interface and choose ProPay Settings.
You will be prompted to create a new ProPay merchant account or link to an existing one.
If you are linking to an existing account, you will be prompted to enter your email address and account number.
If you create a new account, you will be directed to a page where you can fill in your information and submit a request to ProPay for approval.
3/ Once you receive your account number from ProPay, you can link to an existing account and enter your email and account number.
4/ When enabled, you will see the following message. Click the Save button.
Once you save and re-open the Company Information modal and click the Customer Portal tab, you will see that you have enabled the ProPay integration.
You can disable the integration at any point from the Customer Portal tab.
You can also disable the ProPay integration from your ProPay Settings within the Customer Portal.
Now that ProPay is enabled, you can request payment when publishing documents to the Customer Portal.
Notifications Tab
Here, you can set the display name and Reply To email address for email notifications sent through Workflow Rules.