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Organization Settings

Use Settings > Organization for account-wide settings that affect your whole organization.

Organization identity​

The Organization page shows your organization's name, logo, ID, subdomain, creation date, and custom-domain verification status when a custom domain exists.

From here, you can:

  • Change the organization logo
  • Edit the organization name
  • Review the DocJacket subdomain
  • Confirm whether a custom domain is verified

Report branding​

Organization settings include report-specific branding controls:

  • Theme color
  • Report primary color
  • Report secondary color
  • Report accent color
  • Report footer text

Use Settings > Brand for the broader brand preset, fonts, public-page attribution, and live brand editor.

Reminder and scheduled-email defaults​

Organization settings also control email defaults used by reminders and scheduled messages:

  • Always CC on Reminders - Adds one or more addresses to the Cc line of every reminder sent from your organization
  • Default send time for scheduled emails - Sets the local send hour used when an individual scheduled email does not specify its own time

Automation review​

Use Review auto-emails before sending to decide whether organization-wide automation rules should send directly or pause for review.

When this is on, drafts created by status-change or task-completion automation rules land in the topbar Review queue before sending. Open the document-tasks icon and use the Ready for Review tab to send, edit, or skip them.

Reminders and scheduled emails that your team manually configured still send on their configured schedule. They appear in the Review queue's Scheduled tab when they are upcoming, held, or need attention.

Email subject address prefix​

Use Prefix property address to email subjects when your team wants transaction emails to start with the property address automatically.

You can choose the address format. The prefix applies as a default in transaction message composers, task-email send dialogs, standalone message compose, and e-signature packet sends. Users can still edit or remove the prefix before sending.