Change between setup mode and live mode
After you created a new company, set it to live mode to start producing documents for it in the system.
Every company you create in the system is in setup mode first. Refer to Setup mode and live mode to learn more.
To set a company to live mode:
- Open the company you want to set to live mode.
- Select the Setup Mode or Company Details option in the banner.
- Select Live Mode.
The company is now live and no longer has a Setup Mode option in the banner.
To change a live company back to setup mode:
- Open the live company you want to set to setup mode.
- On the Company Details page, select Wizards > Administration > Change to Setup Mode.
The company now has a Setup Mode option in the banner and (Setup Mode) displays after the company's name on the Company Details page.
