If you've recently signed up or haven't quite finished configuring your account settings, you might notice something peculiar when you navigate to the Documents page.
Instead of the usual options, you'll see a button that says Complete Account Setup. No worries, this just means we need to fill in some key details to get the document generator up and running.
Navigating to the Documents Page
First things first, let's get to the Documents page. You can find it in the sidebar menu, or you can just click [here].
Completing Account Setup
Once you're on the Documents page, click the Complete Account Setup button to open the setup modal. Here you'll see various fields, some of which may need your attention:
Trading Name: This is your organisation's name, and it will be used to define the parties on many forms. For example, "This agreement is between John Doe and [Trading Name]."
ABN/ACN Number: Your Australian Business Number or Australian Company Number.
Phone Number: A contact number for your organisation.
Website: Not required, but if you have one, it will be included in the contact details on some documents.
Address: Your trading address.
In the Branding Section, you'll find a logo upload option. This allows you to apply your brand's logo to every form or document, ensuring everything stays on brand.
Setting Up Your Signature
Next, let's talk about the signature section. This is crucial for instantly esigning documents within the documents system. Click the Signature dropdown button to reveal the signature options. You have two choices here:
1. Capture Signature: Click this to enable the eSignature box where you can sign directly and upload your signature.
2. Send Signature Link: If you prefer, you can click this button to send a signature request link via email. This is perfect for completing on a tablet or mobile device.
The documents system requires a signature on file to enable it, so make sure you complete this step.
Saving Your Setup
Once you've filled in all the necessary details and set up your signature, hit the Save Account Setup button. Voilà! You're now ready to generate compliant, audit-ready NDIS documentation in Coordinoter.
And there you have it! Setting up your documents system is as easy as pie. Now go forth and conquer those documents like the Coordinoter pro you are!