The Company Settings page is where Company Administrators can update their company name, phone number, and shipping and billing addresses. This page is only available in the Web Portal and is accessible only to users with the Company Administrator role.
How to Open Company Settings
In the top navigation bar, click "Company," then select "Company Settings":
Company Name and Phone Number
Name*
Official company name registered in DocuSketch
This name appears on invoices and internal records
Phone Number*
Primary contact number for the company
Used for billing, account verification, and support communications
Billing Information
This section defines the official billing address for the company.
Best Practice: Ensure this address matches your legal or accounting records, as this information is used for invoicing and financial documentation.
Shipping Address
This section determines where physical items (if applicable) are shipped.
Option: Shipping address is the same
When enabled, the shipping address will automatically mirror the billing address.
Recommended if billing and office locations are identical.
Office Address Dropdown
Select an existing office location already configured in the system
Automatically populates shipping fields once selected
Select the "Custom (not using office address)" option from the dropdown menu to edit the shipping address manually
Note: If fields appear greyed out, they are locked because the selected office controls the address.
Saving Changes
Click “Save” at the bottom-right of the page to apply updates.
Changes take effect immediately across billing, shipping, and company records.
Common Issues & Tips
Can’t edit shipping fields?
→ The address is tied to a selected office. Update the office address instead or select the "Custom (not using office address)" option from the dropdown menu to edit the shipping address manually.Incorrect billing details on invoices?
→ Double-check the Billing section before the next billing cycle.Multiple offices?
→ Make sure the correct office is selected under Shipping.