Setting Up Your Organization

First-Time Organization Setup

When you create a new Zelosify organization (or are the first admin), you'll complete the initial setup:

Step 1: Organization Profile

• Organization Name: Your company's legal name (displayed on contracts and correspondence)
• Display Name: Shorter name used in the UI and notifications
• Industry: Select your industry vertical (helps AI tailor contract templates)
• Company Size: Helps Zelosify recommend appropriate plan features
• Logo: Upload your company logo (SVG or PNG, 200×200px minimum) — used in e-signature documents

Step 2: Primary Contact

• Designate a primary billing contact (receives invoices and plan notifications)
• Designate a primary technical contact (receives security alerts and maintenance notices)

Step 3: Default Settings

• Default Currency: Set the currency for financial tracking (USD, EUR, GBP, etc.)
• Fiscal Year Start: Configure when your financial year begins (for reporting)
• Timezone: Primary timezone for deadline calculations and notifications
• Date Format: DD/MM/YYYY or MM/DD/YYYY
• Contract Numbering: Enter contract numbers manually for tracking (defaults to an empty string)

Updating Organization Settings

Navigate to Settings → Organization to modify any of these values after initial setup. Change of display settings and formats take effect immediately.

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