Set up your desk
Create your account, add your logo and color, pick your link, and send a test application to yourself.
Setup takes about five minutes. Every new desk starts with a free 7-day trial with 5 applications, and the trial includes every Pro feature.
Create your desk
- Sign up
Go to valtisdesk.com/signup and sign up with Google, or with your email and a password.
- Tell us how applicants should see you
Your name, your company name, and your brand color. The company name is what applicants see at the top of your apply page and in every email sent for you.
- Pick your link
Your apply link is
valtisdesk.com/apply/your-name. Use lowercase letters, numbers and dashes. You can change it later in Desk settings, but links you already sent stop working when you do. - Add your logo
In Desk settings, upload a PNG, JPG or WebP under 5 MB. It goes on your apply page, your emails and every PDF.
- Send yourself a test
Open your link on your phone and fill it in with a colleague as a reference. You will see exactly what applicants and vendors see, and the file will land on your Today page.
A test application counts toward your trial's 5 applications, the same as a real one.
Before you share the link
- Check where alerts go. In Desk settings, Alerts go to is the address that gets new applications and finished references. Each teammate can also turn their own alerts on in Your profile.
- Add your terms. If your attorney has terms for credit accounts, paste them in Desk settings. They show right above the signature box. Left blank, applicants see a plain credit authorization.
- Fill in your business address and tax ID. They are printed on the audit PDF so it reads as your document.
- Invite your team. Team and roles explains what admins and credit managers can do.