Settings Overview

Open Settings from the app to manage your own preferences and, if you’re an admin, your organization’s configuration. Settings are grouped the same way as the sidebar.

Settings vs. a single flow’s settings. Anything under Settings applies across your account or organization. To change one flow only (its visibility, roles, notifications, naming, or reminders), open that flow’s own Flow Settings from the ⋮ menu on its card.

Personal

These apply to your account only.

Section	What it controls	Guide
User Preferences	Your primary workspace, preferred time zone, and the day your week starts on	Below
My integrations	Your personal connections, such as Slack for personal alerts, DocuSign, and Google Drive or SharePoint	Integrations
Notifications	Which Flows and Knowledge Center alerts you receive, and on which channels	Notification Preferences

Administrations

Section	What it controls	Guide
Users	Inviting users and assigning platform roles	User Management
Groups	Grouping users to share access to collections and flows	User Groups
Entities	Your organization’s legal entities	Legal Entities
Permissions	Which members and groups can access each feature and document type	Managing Permissions
Org Preferences	Company logo, organization time zone, default signing provider, and Org memory for the Agent	Org Preferences
Org Integrations	Organization-wide connections, such as Slack, Salesforce, Microsoft Teams, and DocuSign	Integrations

Knowledge Center

Section	What it controls	Guide
General	Active and executed status rules, splitting uploads, and which agreements take priority when linking	General Settings
Emails	Your forwarding email address and authorized senders, so documents sent by email are captured automatically	Email Settings
Fields	Custom and system metadata fields on your documents	Custom Fields
Audit	A log of who viewed or downloaded each contract, and when (Admins only)	Below

Flows

Section	What it controls	Guide
Intake Fields	A shared library of intake fields reused across flows	Global Intake Fields

Features

Section	What it controls	Guide
Legal Hub	Public hubs that publish your approved legal documents	Legal Hub
Clickwrap	Versioned clickwrap agreements, their acceptance events, and the API keys your product uses	Clickwrap API
Beta features	Early-access features: Auto-self sign and MCP	Sign, Claude MCP
Developer	API keys, OAuth applications, and webhooks	API Keys, OAuth Apps, Webhooks

User Preferences

Go to Settings > User Preferences to set:

Primary workspace - which workspace is your primary one.
Preferred timezone - your own time zone. Your organization’s time zone is set in Org Preferences.
Start week on - which day your week starts on.

Audit

Go to Settings, then under Knowledge Center select Audit to open the Audit Log. It lists who viewed or downloaded each contract, with the date and time, grouped by period (for example, Yesterday and Last 30 days).

Overview

Getting Started

Administration

Single Sign-On

Integrations

Agent & Document Review

Flows & Workflows

Documents & Data

Personal

Administrations

Knowledge Center

Flows

Features

User Preferences

Audit

​Personal

​Administrations

​Knowledge Center

​Flows

​Features

​User Preferences

​Audit

Personal

Administrations

Knowledge Center

Flows

Features

User Preferences

Audit