Setup
Setup
One-time configuration — profiles, templates, document layout, and team management.
The Setup section covers everything you configure once and rarely need to change. Complete these steps after Account Setup and before generating your first document.
In this section
- Profile & Company Details — recruiter info and company branding in document footers
- Templates — manage document templates
- Document Layout & Pages — customize which sections appear in generated documents
- Anonymization Settings — configure what gets hidden when anonymization is enabled
- Team & Users — invite colleagues and manage access