Overview of the Admin Settings

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
  • Authentication - requires clients to login or setup two-factor authentication to access the portal. 

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