Profile Information Setup
Estimated time: 3 minutes
Your profile information appears on every document you generate. Setting it up correctly means your proposals, SOWs, and contracts always include accurate business details without any extra effort.
Profile Fields
Here is what you can fill in on the Profile page:
Full Name
Your name as you want it to appear on documents. This is typically used in signature blocks and the “prepared by” sections.
Business Name
Your company or business name. This appears on cover pages, headers, and throughout your documents.
Role / Title
Your professional title — like “Founder,” “Principal Consultant,” or “Creative Director.” This adds credibility and context to your documents.
Email Address
Your business email. This is included in contact sections of your documents so clients know how to reach you.
Phone Number
Your business phone number (optional). If provided, it appears alongside your email in document contact sections.
Business Address
Your business address (optional). Useful for contracts and formal proposals that include address information.
💡 Tip
You do not need to fill in every field. At minimum, add your name and business name. The AI will work with whatever information you provide.
Auto-Save Behavior
FlowEdge automatically saves your profile changes as you type. You will see a brief confirmation when changes are saved. There is no save button to click — just update the fields and you are done.
✅ Best Practice
Fill in your profile before generating your first document. This way, your business details are automatically included from the start, and you will not need to edit them into every document manually.
How Profile Info Appears in Documents
Your profile information is used throughout your generated documents:
- Cover page — Your business name and logo
- Headers/footers — Business name and contact info
- Signature blocks — Your name, title, and contact details
- “Prepared by” sections — Your name, role, and business name
Next Steps
After setting up your profile, configure your Preferences to control the tone and defaults for your documents. Then add your logo and brand colors in Branding.