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Help Center
Users, Security & Account Settings
Users, Security & Account Settings
User management, roles, permissions, SSO, and account configuration.
Custom Fields
Adding Custom Fields
Custom Fields by Type or Document Type
Sorting Custom Fields
Organizing Custom Fields with Tabs
Additional Account Settings
Updating Your Profile
Changing Your Password
Using the Recycling Bin to Recover Deleted Items
Tags
Using Global Account Search
Transfer Account Ownership
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Managing Users of the Acccount
Adding/Disabling a User
Changing and Assigning User Roles
User Roles & Access Privileges
Custom User Roles & Record Sets
Managing Permissions
Security Authentication
2FA: Two-Factor Authentication
Single Sign-On (SSO) in Expiration Reminder
SCIM
Audit Log
Workspaces
Creating Workspaces
Sharing Document Types between Workspaces
Billing
Viewing Past Invoices/Billing History
Updating Payment Methods & Billing Recipients
How to Change your Plan Subscription
Non-profit Organizations
Cancelling your account
