Setting up your Conformio account

How to set up your Conformio account

Step 1 – Access Policies & Procedures section.

To personalize your Conformio environment, please go to “Policies & Procedures.” You can access this section from the left navigation menu.

Setting up your Conformio account - Support Center
Access Policies & Procedures and set your logo and organization name.

Step 2 – Set the organization name and logo via Policies & Procedures.

Once on the Policies & Procedures section, you can set your organization name and upload and set the logo. Make sure you hit “Apply Changes” to save what you have done. This setting option will appear until you have set the logo and name; afterward, it will disappear.

The logo you upload will be placed above the left navigation menu for all to see, anytime.

Setting up your Conformio account - Support Center
Set the organization name and logo via Policies & Procedures

Step 3 – Access Conformio settings to edit document and module statuses.

To edit document and module status, access the “Settings” page from the header.

When on the Settings page, navigate to any of the modules from the left menu to add or edit status.

Use the “Create” option to add a new status. Or, access any status and use the “Edit” option to change it.

Setting up your Conformio account - Support Center
Use the “Create” option to add a new status. Or, access any status and use the “Edit” option to change it.
Setting up your Conformio account - Support Center
Use the “Edit” option to change the status details.

On “Modules” you can add attachments, delete or replicate statuses.

Setting up your Conformio account - Support Center
Add attachments, delete or replicate statuses.
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