Getting started
Break a firm into client or departmental organisations. Access granted here cascades down to sub-organisations.
No sub-organisations yet.
Add a sub-organisation
Invite teammates and control who can view, approve, or administer this organisation.
Members
No users have this organisation as their home org. Invite one above.
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Tokens 24h: Limit: Docs: Storage: Actions 24h/30d:
Override: blank = role default · 0 = unlimited. Invite creates a login if the email is new (or approves a pending sign-up) and grants the chosen access.
Pending approval
All sign-ups (no firm match) — approve into this org
Access grants
No direct grants on this organisation. Grants on a parent organisation also apply here.
Grant access
A grant on this organisation also applies to its sub-organisations.
Teams let you grant access to a group of users at once, instead of one person at a time.
No teams yet.
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No members.
Matters group related forms and their generated documents together for tracking.
No matters yet.
Precedents this organisation publishes for client forms. Authoring (questions, body, sharing) opens in the full editor.
No precedents yet.
Define who must sign off before a form's document is finalised. The default process applies across this org and its sub-orgs unless a precedent or form overrides it.
No approval processes yet.
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default
New approval process
How the client portal is presented to this organisation's members. Access is still controlled by template sharing and email-domain rules — these settings curate the experience.
Per-template curation (showing only selected templates) is configurable via the API; a picker is coming to this tab.
Connect this firm's own DocuSign account. Envelopes for forms in this firm's organisations are sent through it; firms without a connection fall back to the platform default.
DocuSign connected
Account ·
Updated
No DocuSign connection yet — this firm uses the platform default. Enter credentials below to connect its own account.
The private key is write-only — it's never shown back, so re-enter the full set to update.
Recent activity across this organisation and its sub-organisations.
No audited activity yet.
Workflow usage across this organisation and its sub-organisations.
Runs
Input tokens
Output tokens
No workflow usage recorded.
- runs · tokens