Settings are located inside the Settings tab.

 

Administrators on the portal are able to configure global settings for all users of the firm. These settings include: 

  • Employees - adding and managing employees
  • Signing - create and edit signing reminders
  • Notifications - set notifications reply to address and customise notifications for events that occur on the portal
  • Filters - default document filters for each client when they initially join the portal
  • Branding - gives you to ability to add your own logo and change the colours - from this area you can also generate embedded branding for your website