Rebranding, merging or switching to a new email domain? Great news: you can manage all of it yourself in FLK it over. A few quick steps and every document you send will carry your new name, logo and details.
Let us know first. Before you make the changes, send us a quick note at support@flkitover.com or via live chat with your previous and new agency name. This helps us keep your account and records up to date.
Update your agency name, logo and address
Your agency details appear on every document you send, so updating them here means your new branding flows through automatically.
Click the Menu (the three horizontal lines) on the left.
Select Settings.
Choose Agency Details.
Update your agency name, company name, address, phone number and email as needed.
Click Save Changes.
Upload your new agency logo.
If your licence details have changed, update them too.
Click Save Changes.
Note: If your sales agency details are different, update them in the Sales Agency Details tab as well.
Timing tip: Changes to your agency details also flow through to documents in Draft, Sent for Signing or Awaiting Completion. Make your updates when your new name officially takes effect, so in-progress documents show the correct details.
Update your email address
Each user needs to update their own email address from within their own account. Ask everyone in your team to follow these steps once they're logged in:
Click the Menu on the left.
Select Settings.
Choose [Your Details / My Profile - to confirm].
Enter your new email address.
Click Save Changes.
Review and update your templates
Templates keep your pre-filled details, so it's worth a quick review to make sure your old name isn't carried into new agreements.
Click the Menu on the left.
Select Templates.
Open each template and look for your previous agency name, email addresses or other details in fees, special conditions and other pre-filled fields.
Update anything that needs changing and save.
FAQs
Q: Do I need to contact FLK it over before making the change?
A: Yes, please let us know so we're aware of the change. You can then update everything yourself.
Q: Can an admin update the email address for everyone in the team?
A: No, each user updates their own email address from within their own account.
Q: Will my templates update automatically with the new name?
A: Your agency details and logo update automatically on new documents, but any details typed into your templates need to be reviewed and updated manually.
Q: Will documents already in progress show the new details?
A: Documents in Draft, Sent for Signing, or Awaiting Completion can still reflect updates made to your agency details, such as the agency name, logo, or address. These details are not locked to what was in place when the agreement was originally created or sent.
Need a hand? Chat with us via live chat in the bottom right-hand corner of your dashboard, or email support@flkitover.com.