šŸ‘„ Display Settings

How do I enable dark mode for my account?

From the Settings screen:

  1. Click Display Settings from the menu on the left of the screen.
  2. Navigate to the Dark Mode area of the display settings.
  3. Toggle the setting to On.

Note: If your operating system supports it, auto mode will toggle between light and dark mode automatically with your operating system.

How do I set the default view when viewing an entity in my account?

From the Settings screen:

  1. Click Display Settings from the menu on the left of the screen.
  2. Navigate to the Default Entity View area of the display settings.
  3. Select from one of the following options:
  • Entity Information Summary
  • Book View
  • Split View
  • Audit View
  • Last View
  • Last View For Entity

Last View will navigate to the last view you were in when viewing an entity regardless of which entity it was. For example, if you are viewing ABC Co. in the Minute Book View and then navigate to XYZ Co., you will automatically be taken to the Minute Book View.

Last View For Entity will remember what view you were in for that specific entity the last time you viewed it an take you back to that view when you return to the entity. For example, if you are viewing ABC Co. in the Entity Information Summary and then navigate to XYZ Co. and view the Minute Book and then back to ABC Co. you will be taken back to the Entity Information Summary since that is the last view you were looking at for that entity.

Still need help? Contact Us Contact Us