Settings
Configure reminders, file limits, and organization preferences.
Settings
Configure your organization's preferences and operational settings.
Settings Billing BrandingOrganization Settings
Basic Information
Configure your organization profile:
| Setting | Description |
|---|---|
| Organization Name | Your company/firm name |
| Slug | URL-friendly identifier for your organization |
| Industry | Your industry classification |
| Timezone | Default timezone for dates and reminders |
File Settings
Control document upload requirements:
| Setting | Default | Description |
|---|---|---|
| Max File Size | 25MB | Maximum size per file upload |
| Allowed File Types | PDF, JPEG, PNG, HEIC, DOC, DOCX | Accepted file formats |
| Required Documents | Enabled | Enforce required document uploads |
Auto-Archive
Configure automatic archiving:
| Setting | Default | Description |
|---|---|---|
| Auto-Archive | 90 days | Days of inactivity before auto-archiving |
| Enabled | Yes | Whether auto-archive is active |
Reminder Settings
Configure automatic reminder emails:
Reminder Sequence
Set the days before due date when reminders are sent:
- Default: 3, 7, 14, 21 days before due date
- Customize the sequence in Settings > Reminders
- Add or remove reminder points
Reminder Controls
| Action | Description |
|---|---|
| Pause | Temporarily stop all reminders |
| Resume | Resume paused reminders |
| Snooze | Delay next reminder for specific request |
| Advance | Skip to next reminder immediately |
Secure Link Settings
Configure Client Portal access:
| Setting | Default | Range | Description |
|---|---|---|---|
| Link Expiry | 7 days | 1-30 days | How long Secure Links remain valid |
Shorter expiry times improve security but may require more link regeneration. Balance security with client convenience.
Notification Preferences
Configure when you receive notifications:
Email Notifications
| Notification | Description |
|---|---|
| New Upload | When a client uploads a document |
| Request Complete | When a client completes all documents |
| Reminder Failed | When a reminder email fails to send |
Email Digest
Receive a daily or weekly summary instead of individual emails.
Billing & Subscription
Manage your subscription plan:
Current Plan
View your current plan details:
- Plan name and tier
- Status (active, trial, cancelled)
- Current period dates
- Storage and usage
Usage
Monitor your usage against plan limits:
| Resource | Starter | Professional | Business | Enterprise |
|---|---|---|---|---|
| Team Members | 1 | 5 | 15 | Unlimited |
| Active Requests | 15 | 75 | 250 | Unlimited |
| Storage | 2GB | 25GB | 100GB | Unlimited |
| Templates | 10 | Unlimited | Unlimited | Unlimited |
Upgrade
To upgrade your plan:
- Go to Settings > Billing
- Click Upgrade Plan
- Select your new plan
- Complete payment via Stripe
- New features are available immediately
Trial
New organizations get a 14-day free trial with full feature access. Upgrade before trial expires to continue using the platform.
Data Export
Export your organization data:
Exports include:
- Clients
- Templates
- Document Requests (metadata)
- Audit logs
Document files are not included in bulk exports for security. Export individual documents from the request view.