---
sidebar_label: Overview
sidebar_position: 1
description: Configure your DocJacket organization, brand, users, offices, integrations, calendars, transactions, documents, automation, billing, SMS, and notifications.
---

<!-- Canonical: https://help.docjacket.com/docs/settings -->
<!-- Source: docs/settings/index.md -->

# 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-settings.mdx) — Organization identity, report branding, reminders, automation review, and email subject defaults
- [Brand and Profile](./brand-and-profile.md) — Brand presets, public-page attribution, profile details, timezone, and SMS consent
- [Front Door](../front-door/index.mdx) — Public intake, services, leads, and branded landing surfaces
- [Offices](./offices.md) — Office locations, states, members, approved forms, branding, and compliance defaults
- [User Management](./user-management.mdx) — Add and manage team members
- [Referrals](./referrals.md) — Share your referral link and track earned credits
- [Contact Settings](./contact-settings.md) — Contact types, service providers, and tags
- [Calendar and Holidays](./calendar-and-holidays.md) — Google Calendar task syncing and organization holidays
- [Billing](../billing/index.md) — Subscription, plan, payment, and seat billing
- [AI Access](../ai-access/index.mdx) — Manage connected AI clients and activity
- [Connections](../integrations/webhooks.mdx) — Webhook connections for external tools
- [Integrations](../integrations/index.md) — Gmail, Google Calendar, Google Drive, Microsoft, and other connected services
- [Follow Up Boss](../integrations/follow-up-boss.md) — Follow Up Boss connection, mappings, imports, and sync behavior
- [Transaction Configuration](./transaction-configuration.md) — Transaction roles, statuses, field options, custom fields, contingencies, and key date statuses
- [Document Settings](./document-settings.md) — Active document types, document statuses, required flags, and file naming rules
- [Email and Automation Settings](./email-and-automation.md) — Email categories, working hours, rule triggers, delivery channels, and review-first behavior
- [SMS Settings](./sms-settings.md) — Dedicated SMS number, usage, credits, and number release
- [Notification Preferences](./notification-preferences.md) — Control what alerts you receive
- [Activity Log](./activity-log.md) — Review organization-wide user and system activity