Manage Company & Personal Profile

Personal profiles reflect individual user information which can be crucial for internal and client-facing documents and communication.

Step 1: Access general settings.
Find the General Settings section in the bottom-left corner of the sidebar to adapt and optimize them for your needs.

Step 2: Access “My profile” section.
Find the “My profile” section at the setting's sidebar.

Step 3: Adapt personal information.

• Click on the blue pen icon to modify your user profile picture, user name, application language, telephone number, Skype ID, job title, and job description.
• Add or update your language proficiencies here.
• To change your email address, please contact our support team directly.

Your company profile houses essential business information that appears in PDFs, other formal documents or shared links.

Step 1: Access general settings.
Find the General Settings section in the bottom-left corner of the sidebar to adapt and optimize them for your needs.

Step 2: Access “Company profile” section.
Find the “Company profile” section at the setting's sidebar.

Step 3: Adapt company information.
Update Company Details: Use the blue pen icon to adjust your company logo, name, legal type, contact details, address, VAT-ID, and registration number.

Step 4: Adjust additional information.
Business Specifics: Edit fields related to the type of company, goods transported, number of vehicles, modes of transport, types of orders, and specifically the Terms and Conditions (T&C).

The information provided in your profiles impacts how your company is represented in PDF documents, enhancing professionalism and legal compliance.

• Professional PDF Creation: Ensure your company logo and contact details are displayed prominently in document headers and footers. Check out how to create professional PDFs in our guides for professional PDF Offers and PDF Orders Creation.
• Terms and Conditions (T&C): Specify your T&C directly in the profile for automatic inclusion in offer and order PDFs. You can provide a full text, a link to an online version, or a mix, referencing legal standards like the ADSP.

Are you looking to further customize the PDFs to your company's workflows? 
Contact us for custom PDFs templates.

Managing your personal and company profiles on IMPARGO ensures that all documents you create reflect a consistent and professional company identity. By following these steps, you can streamline communications and document processes, safeguarding your business against potential legal issues and maintaining a strong professional presence.