Company and document settings
Configure tenant-wide operational defaults and document behaviour.
Where to find it
Admin → Company & Document Settings.
How to use it
- Review company/document identity settings.
- Set default job costing rates used by operational/commercial workflows.
- Review planner defaults and field completion rules.
- Configure communications/document settings.
- Review Central SaaS and security/recovery settings.
Important notes
Changes can affect future operational records. Preserve issued-document history rather than rewriting historical evidence.