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Implementation - Step 1 - Business Details

Setting up Business Details is an important step. This defines which farm entities and owners will be included in your site. It also creates the letterhead, that will be used on all Documents created.

The following video provides an overview of how to setup your Business Details, or read on below for a written explanation.

 

Note: Your Access Level may restrict the use of some features.

The 10 Step Implementation Guide needs to be done on Desktop.

  1. Navigate to Business > Business Details in the left menu.
    Business Details

  2. Complete Business Details including:

    1. Primary Business Details – The entity name, email and postal address that appears on the Documents created.
    2. Business Contacts - The key contacts of your business. 
    3. Content Preferences - Your commodity type/s and region - this determines the Document templates marked as Core or Relevant.
    4. Other Entities - Any other subsidiary businesses under the control of the primary business – see Tips.
    5. Your Logo – If you have one.
The following articles provide step-by-step instructions on setting up your Business Details.

        Tips

        What other business entities do you have related to your Primary business?   

        For example, contracting, trusts, land owners – add these under the Other Entities Tab so they are covered by your safety system. 

        What's Next?