Open Settings → Company Setup. Review the company record before adding dependent operational configuration.
What to verify
- Company name and contact information intended for operational use.
- Primary office and any additional office records your team needs.
- Address details, time zone, and other location-sensitive values shown in your setup.
- Which office should be treated as the default in your workflow.
Save the field or section you changed and confirm the value remains after reloading. If an office is referenced by active work, check the operational effect before replacing or removing it.
Review company documents
The Documents section shows the company’s filed records, identifiers or authorities, expiration dates, and statuses. An older-form indicator means the document type changed after the record was filed.
Select Manage in Compliance to open document management filtered to the company. Add or update records there. Use Renew document for a renewal that should preserve the prior record, and Bring to current version when a record needs to meet the updated form. Ordinary Edit keeps the record under its original form.
A document appearing in this list does not by itself establish readiness. Review the company’s published requirements and outstanding actions in Compliance; the readiness guide explains how packs and document review affect the result.