Agiled Docs

Add workspace details used across documents, invoices, emails, and public pages.

Your business profile gives Agiled the workspace identity used across the app. Set it up early so invoices, estimates, documents, booking pages, emails, and public flows show the right business details.

Treat the business profile as the foundation for customer-facing work. If the profile is incomplete, the same mistake can appear on multiple documents and public links.

Profile Details to Review

Check these details after onboarding:

Organization name
Workspace URL or slug
Logo and branding
Industry
Team size
Business address
Language
Region
Currency
Date and number formats

Recommended Setup Order

Confirm the organization name and workspace URL.
Upload the logo used on customer-facing material.
Set region, language, date format, and currency.
Add the business address used for invoices and contracts.
Review finance numbering before creating the first real invoice or estimate.
Review email sender details and public page branding.

Complete the profile before inviting a large team. It gives teammates a stable workspace identity and avoids repeated questions about which currency, number format, or public URL to use.

Where to Update Details

Open Settings and review the workspace, regional, branding, finance, and notification settings.

Use the business profile as the source of truth before sending customer-facing documents or sharing public pages.

After changing profile details, open one draft invoice, estimate, document, booking page, and checkout or form page if your workspace uses them. Some records may store copied details and need their own review before customers see the change.

What Each Area Affects

Workspace details affect the name and identity shown inside the app. Branding affects logos, colors, and public presentation. Regional settings affect date, number, currency, and locale behavior. Finance defaults affect invoices, estimates, payments, taxes, and recurring billing.

If a value appears wrong on a customer-facing document, check both the source record and the related workspace setting. For example, invoice currency can depend on finance defaults and the invoice itself.

First Customer-Facing Test

Before sending anything real, create a small test customer flow:

create a test contact
create a draft estimate or invoice
preview a document or proposal
open a booking or form public link
check one email template that includes workspace details

Confirm business name, address, logo, currency, date format, public URL, and sender details are consistent across the flow.

Before sharing booking pages, forms, invoices, estimates, checkout links, or documents:

Confirm the business name is correct.
Add the workspace logo and brand color if available.
Review public-facing email templates.
Confirm finance numbering and currency.
Test the public link yourself.

Open the public link in a private browser window. Confirm the business name, logo, contact details, payment instructions, and document language look correct without relying on your signed-in session.

Ongoing Maintenance

Review the profile after rebrands, address changes, currency changes, tax setup changes, and new public workflows. Update templates and saved documents if they contain copied business details that will not update automatically.

Troubleshooting

If old branding appears, refresh the app and check whether the public page or template has its own saved branding.

If finance documents show the wrong number format or currency, review regional settings and finance defaults before editing individual documents.

If a public link uses the wrong domain, confirm the workspace URL and custom domain settings.

Set Up Your Business Profile