Customizing Settings
Your Settings page is where you make FlowEdge truly yours. Every detail you configure here shapes the documents you generate — from your business name on the cover page to the tone of voice the AI uses.
Settings Sections
FlowEdge settings are organized into four areas:
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Profile Information — Your name, business name, role, and contact details. This information appears on your generated documents.
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Preferences — Control the default tone, sections, payment terms, and custom AI instructions that shape every document.
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Branding — Upload your logo, set brand colors, choose fonts, and add footer text for polished, on-brand documents.
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Security — Manage your sign-in method, change your password, and review account security.
✅ Best Practice
Complete your Profile and Branding settings before generating documents. These details are automatically applied to every document you create, saving you time on every project.
Getting Started
If you just created your account, start with your Profile Information and Branding. These two sections have the biggest impact on how your documents look and feel.
For a complete setup walkthrough, see the Quick Start Guide or the First Login guide.
In this section
Profile Information Setup
Configure your profile in FlowEdge with your business name, contact details, and professional info to personalize all AI-generated documents.
Preferences & Default Settings
Adjust FlowEdge preferences to control AI output style, default document settings, and personalization options for your generated business documents.
Branding Your Documents
Customize FlowEdge documents with your brand logo, colors, and fonts. Create professional, branded proposals, SOWs, and contracts automatically.
Security Settings
Manage your FlowEdge security settings including password, authentication method, and data protection. Keep your business documents secure.