Settings and access

Organisation setup

Find your way around Settings

Set branding, date preferences and mobile access

Configure organisation security policies

Set organisation notification defaults and templates

Send notifications to Teams, Slack or other systems

Connect integrations

Users and access

Invite and manage users

Import users from a CSV file

Manage seats and account classes

Create roles and choose their permissions

Grant roles through user groups

Set up single sign-on

Your account

Update your profile and password

Secure your sign-in with MFA and passkeys

Register a biometric signing credential

Read your notifications and choose how you get them

Documents and knowledge

Design reusable document layouts

Document layout reference

Maintain reusable document properties

Fill knowledge gaps with AI Discovery

Billing and data

Manage your subscription and plan

Pay by card or invoice, and manage invoices

Monitor usage and limits

Export your organisation's data

Review the audit trail and verify its integrity

Filter and export API activity

Request or cancel organisation deletion