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Settings & Preferences

This page covers your personal settings — profile, password, multi-factor authentication, notifications, and integrations — plus a map of the organization-level settings Owners and Admins manage.

Profile & account settings

Open Settings → Account to manage your basic information:

  • Update your name and contact details, then click Save.
  • Change your profile picture with the pencil icon next to it, or remove it with the trash icon.

Changing your password

Below your profile on Settings → Account is the Account Security section.

  1. Current Password — enter your current password for verification.
  2. New Password — enter the new password. It must be at least 12 characters and include an uppercase letter, a lowercase letter, a number, and a symbol.
  3. Click Save changes to update your password.
  4. The Configure MFA toggle below starts multi-factor authentication setup (next section).

If you signed in with Google, your password is managed by Google instead.

Multi-factor authentication (MFA)

MFA protects your account with a time-based code from an authenticator app (such as Google Authenticator, Authy, or 1Password). Each user enrolls from their own security settings; Admin accounts may be prompted to enroll when they sign in.

To enroll:

  1. On Settings → Account, under Account Security, turn on the Configure MFA toggle. The Configure MFA dialog opens.

  2. Scan the QR code with your authenticator app.

  3. Click Verify configuration.
  4. Enter the 6-digit verification code your authenticator app shows and click Verify.
  5. Click Done to finish. From now on, sign-in asks for your password and a fresh code from your app.

Checkpoint

The Configure MFA toggle stays on, and your next sign-in prompts for an authenticator code after your password.

To turn MFA off, switch the toggle off from the same screen.

Notification preferences

Settings → Notifications controls which events email you:

  • File Upload — a client uploaded a file to one of your requests.
  • Request Viewed — a client opened a request you sent.
  • New Comment — someone commented on a request or document.

A separate General Emails and Notifications section on the same tab manages non-request emails. Check the events you want and your changes are saved automatically.

Integrations & API keys

Settings → Integrations lists the services you can connect to your account, including Google, Dropbox, Box, Zapier, and Docketwise — connect or disconnect them here. On Professional and Enterprise plans, the same tab also shows API Keys and Webhooks sections for the REST API and automation integrations. See Integrations and the API guide.

Billing

Billing is managed by the account Owner from the organization's Billing tab: current plan, seats, payment method (Stripe), and invoices. See Billing.

Teams

Team membership and team-scoped visibility are organization-level features managed under Organization → Teams. See Teams & Sharing.

Organization settings (Owners and Admins)

Owners and Admins have an Organization page with tabs for firm-wide administration:

  • Overview — your organization's name, plan, status, and usage at a glance.
  • Users — invite, manage, and remove members; bulk import. See Team Members & Roles.
  • Teams — create and manage teams. See Teams & Sharing.
  • Branding — your logo and brand colors on client-facing emails and the portal (Professional and Enterprise).
  • Usage — seats, storage, and file-size limits for your plan.
  • Billing — plan and payment management (Owner).
  • Integrations — organization-wide integrations.
  • Audit Log — who did what and when (Professional and Enterprise). See Security.
  • Roles — role permissions; custom roles on Enterprise. See Team Members & Roles.
  • Features — feature toggles available to your organization.