The General Settings page, located in the Settings (Sidebar), is where you can adjust the name, contact information, and address, and set the dashboard view, of your Workspace.
General settings consist of 4 sections: Workspace Information, Dashboard Settings Primary Contact, and Workspace Address
Workspace information
This section is where you can enter information such as Display Name, Website, a Custom Logo, or Icon.
Dashboard Settings
This is where you can decide which context to view compliance information on the dashboard: Party or Projects
Primary Contact
This section is where you can enter the contact information of who will be the main point of contact for your parties. This information will be visible on the Document Request Landing Page that each party will see after receiving a document request from TrustLayer.
NOTE: If your organization has a shared email account for correspondence, this can be listed here as the primary contact so that no one person is responsible for all communications.
Workspace Address
This section is where you enter the address that will be visible on the landing page that each party will see after receiving a document request from TrustLayer.
