Settings
Account settings, field labels, and preferences. Configure your profile, Quick glance fields, contract view defaults, and organization-level options.
6 articles
- Account settings→
Update your profile and preferences. Change your name, email, password, and other account-level settings from your profile or Settings.
- Contract notifications→
Get notified about expirations, renewals, or changes. Configure which contract events trigger notifications so you stay on top of important dates and updates.
- Contract view preferences→
Set default columns and view behavior. Choose which columns and sort order appear by default when you open or create contract views.
- Customize field labels (Settings)→
Change how field names appear in the app. Customize labels for contract and invoice fields so they match your organization's terminology.
- Organization information (Settings / Admin)→
View or edit organization name and settings. Admins can update the organization's display name and related settings that apply across the app.
- What are Quick glance fields?→
Choose which fields appear in the contract overview. Quick glance fields are shown at the top of the contract detail page for fast scanning.