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Settings & Account

Configure your organization, manage team members, set up integrations, and customize how DocJacket works for you.

Access Settings from the sidebar — it's at the bottom of the navigation.

In this section​

  • Organization Settings — Organization identity, report branding, reminders, automation review, and email subject defaults
  • Brand and Profile — Brand presets, public-page attribution, profile details, timezone, and SMS consent
  • Front Door — Public intake, services, leads, and branded landing surfaces
  • Offices — Office locations, states, members, approved forms, branding, and compliance defaults
  • User Management — Add and manage team members
  • Referrals — Share your referral link and track earned credits
  • Contact Settings — Contact types, service providers, and tags
  • Calendar and Holidays — Google Calendar task syncing and organization holidays
  • Billing — Subscription, plan, payment, and seat billing
  • AI Access — Manage connected AI clients and activity
  • Connections — Webhook connections for external tools
  • Integrations — Gmail, Google Calendar, Google Drive, Microsoft, and other connected services
  • Follow Up Boss — Follow Up Boss connection, mappings, imports, and sync behavior
  • Transaction Configuration — Transaction roles, statuses, fields, contingencies, and key date statuses
  • Document Settings — Document types, document statuses, and file naming rules
  • Email and Automation Settings — Email categories, working hours, notifications, and automation rules
  • SMS Settings — Dedicated SMS number, usage, credits, and number release
  • Notification Preferences — Control what alerts you receive
  • Activity Log — Review organization-wide user and system activity