Managing Company Details

To manage an existing companies settings simply find the company in the list and click the button in the Manage column. This will take you to the company details screen shown below.

This allows you to change the company Display Name as well as the Connector Key by editing the values and clicking Save. Note that the Connector Key is used to establish a connection with you ERP system to obtain up to date transaction information to enable you to request approvals. The Connector Key value must match the value used in your Zetadocs Approvals Connector configuration file, as such you must change this value in both locations.