Updating Organization Info | Zoho Contracts

Updating Organization Info

    Update Profile Information  

    1. Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.

    2. Update or enter the missing values in the Profile section of the Organization Info page, then click Update.

     

    Note:

     

    • The Organization URL and Currency fields are not modifiable.

    • The address fields will be displayed based on the chosen country.

    • The address you enter in the Organization Info page will be used as the default address in the PARTY_A_ADDRESS contract field in your contracts.

    • If you use Zoho Contracts through your Zoho One subscription, the fields in the Organization Info page will be synced from the organization details in Zoho One. Therefore, the fields are disabled for editing.


Change or Remove the Organization Logo

  1. Select the Admin tab at the top of the page. The Organization Info page will be displayed by default. 
  2. Click Change or Remove under the logo. 


Update Regional Settings   

Set the default format for the Date, Time, and Number fields in the contract documents and choose based on which time zone your organization's contracts' effective date, expiration, termination, and obligation have to be scheduled.

 

  1. Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.

  2. Choose your Time Zone and preferred formats in the Regional Settings section, then click Update.

 

Note:

  • You can add custom Date/Time, Date, and Time formats. To add a custom format, select Add Custom Format from the respective format's picklist, enter the date and time elements, then click Add and Apply.

  • To update a custom format, click Edit next to the custom format in the respective format's picklist, change or enter the new date and time elements, then click Update.

  • To delete a custom format, click Delete  next to the custom format in the respective format's picklist.

  • The predefined formats suggested will be based on the selected Country. When you change the Country, the value selected will be reset with the respective Country's default format.




    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Creating an Organization

                                                                                                        A user who has signed up for a Zoho Contracts account must create an organization as the first step for which they have to create and manage contracts. So, by default, they will have an organization created in Zoho Contracts. However, if the user has ...
                                                                                                      • Tailor the Settings as per Your Needs

                                                                                                        After completing the product tour, you will see the seven steps listed in the Quick Setup section. Complete these seven steps to set up your account and start creating your first contract. Add Organization Info Configure E-Signature Invite Users to ...
                                                                                                      • Inviting Users to Your Organization

                                                                                                        Invite Users Select the Admin tab at the top of the page. Select Users from the left panel. Click Invite User at the top right of the Users page. Enter the user details in the Invite User form and select the role of the user. Click Send. Note: The ...
                                                                                                      • Updating Zoho Contracts Extension in Zoho CRM

                                                                                                        To ensure that your Zoho Contracts extension in Zoho CRM is up to date: Log in to your Zoho CRM account. Click Settings in the top-right corner of the page. Select Zoho from the Marketplace section. Click Configure under the Zoho Contracts extension, ...
                                                                                                      • Connecting Zoho Sign

                                                                                                        Connect Zoho Sign In Zoho Contracts, you can securely send your contracts for legally binding signatures via Zoho Sign. For this, you need to connect your Zoho Contracts account with your Zoho Sign account. To connect to Zoho Sign: Select the Admin ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources