TL;DR: Customize which contact details appear in the header of your documents, and use aliases/company names for more flexible client management.

Custom Contact Display in Documents

Previously, the system automatically used an admin contact in the document header, which didn’t always match what some companies wanted. This update gives you full control over which contact details appear.

You can now choose which contact information (name, email, and phone number) is displayed on your documents, instead of using the admin contact details.

👉 To update this, go to Settings > Branding and edit the Full Name, Email, and Phone Number fields.

Client Alias & Company Name

We’ve added support for aliases and company names in the client contact database.

This allows you to reuse the same email address with different names or entities—useful when working with clients who operate under multiple names or roles.

To create an alias:

• Go to the Contacts page, open an existing contact, and add one or more aliases in the Alias field

• Or go to a Project, edit the project, and add an alias there as well

Stay tuned for more product updates 🙂 And remember, your feedback is always welcome—we’re working hard every day to make the product even better!