Setting up your Organization Profile is the best way to make the platform feel like your own and is your all-in-one stop for standardizing your brand and formatting across every document you create. It’s where you handle everything from your basic contact info to the specific "look and feel" of your exports.
Here is a quick guide on what you can customize:
Branding Your Profile
First impressions matter! You can upload your company logo right at the top. To make sure it looks its best, keep these three things in mind:
Keep it square: The image must be a perfect square.
Size matters: It needs to be at least 132px or larger.
Go graphical: It is usually better to use a graphical icon or logo rather than text-heavy images.
The Essentials
This section is straightforward—this is where you’ll manage your Organization Name, Address, and Timezone. Keeping your timezone accurate ensures that all your timestamps and task deadlines stay on track.
Customizing Your Downloads
You have a lot of control over how your policies and procedures look when they are exported.
Layout: You can toggle the Cover Page and Table of Contents on or off depending on your preference.
Typography: You can pick specific Text Styles and fonts to ensure your exports match your brand guidelines.
Ordered Lists: You can even standardize and personalize how your Ordered Lists appear, ensuring consistent formatting across every document.
Speaking Your Language (Labels)
We know every company has its own lingo. You can personalize the Labels that appear on the right side of your screen to match your internal terminology. For example, if your team refers to "Procedures" as "SOPs," you can update the label here, and that’s exactly what your users will see throughout the app.
Policy Classifications
Finally, you can create, add, or remove Policy Classifications to help organize your library. This is great for separating internal-only documents from those meant for a wider audience.
Tip: If you want to learn more about how these classifications affect what people can see, check out our article on Public vs Private Policies in the Viewer.