Appearance
Administration
Administration is split into two areas. Company Settings manages your company and its users. Project Settings manages the selected project's rules and members.
Use Project Onboarding, Working Calendar, and Audit Log for project administration tasks.
The Administration sidebar section is for the selected project. It contains Project Settings and the project-scoped Audit Log. Company Settings is a separate company-wide link in the sidebar footer.
- Document Types — Manage document categories and type fields
- Members — Who can access the current project
- Company Settings — Company-wide users, invitations, project access, profile, logo, and stamps
- Audit Log — Review activity in the selected project
- Workflow Templates — Configure review workflow presets
- Project Settings — Numbering, registry, custom fields, response statuses