Organization & Team Setup
Organization Settings
Configure organization-wide settings including branding, defaults, and policies.
Navigate to Settings → Organization (Admin only)
| Setting | Description | Default |
|---|
| Organization Name | Legal company name | Set during onboarding |
| Display Name | Short name for UI | Same as org name |
| Logo | Company logo for documents | None |
| Industry | Business vertical | General |
| Website | Company website URL | None |
| Setting | Description | Default |
|---|
| Primary Currency | For financial tracking (SOW onboarding defaults to EUR in backend) | USD |
| Timezone | For deadlines and notifications | UTC |
| Date Format | How dates are displayed | MM/DD/YYYY |
| Fiscal Year Start | First month of your fiscal year | January |
| Setting | Description | Default |
|---|
| Manual Numbering | Enter contract numbers manually | Empty string |
| Default Signature Method | Preferred e-signature workflow | Sequential |
| Renewal Alert Lead Time | Days before expiry to alert | 90, 60, 30 |
| Obligation Tracking | Auto-extract obligations from uploads | Enabled |
| Setting | Description | Default |
|---|
| MFA Enforcement | Require MFA for all users | Disabled |
| Session Timeout | Inactivity timeout (configured at deployment level) | 24 hours |
| Password Policy | Minimum requirements | Standard (8 chars) |
| IP Allowlist | Restrict access to specific IPs | Disabled |
