Documentation | User Guide

Documentation | User Guide

Manage general content

This segment of the guide explains how to manage general content.

This page allows to select the language, to register headers, to enter terms and conditions, to upload logo and to determine features, such as payments, tax calculation, refunds, etc.

To manage general content:
  1. Click the Configuration menu. This action opens the Configuration page;
  2. Click the General Configuration tab;
  3. Go to the General Content section and select the language using the drop-down box ;
  4. Add the Terms and Conditions and Privacy Policy;
  5. Click the Choose button to upload logo from your desktop;
  6. Enter a URL in the Tax Administration URL;
  7. Go to the Features section and check the desired boxes;

Note: If the feature is enabled, user names will be automatically generated as follows: the first 2 letters of the first name, the first 5 letters of the last name and 6 random numbers. Any spaces or special characters are excluded. This feature does not apply to tax agents. A user will always be able to log in with or without capital letters, since they are not taken into account.

  1. Click the Save button. This action updates the Configuration page.