video1.0<iframe src="https://www.loom.com/embed/faf91b9d34f7409d98458c1c32afeb0e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/faf91b9d34f7409d98458c1c32afeb0e-054a3eed3af73595.gif414.635In this video, I walk you through the system settings, starting with general settings like company information, time zone, and currency options. I also cover security features, branding customization, and how to manage preferences and drop-down values across the system. Additionally, I demonstrate how to create and amend email templates, custom activities, and document templates for various workflows. Please make sure to review your brand voices and update any mandatory fields to ensure consistency throughout our records. Let’s enhance our system together!