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Settings

Configure your account, security, and workspace preferences.

Account Settings​

Profile​

  • Name: Update your display name
  • Email: Change your email address
  • Avatar: Upload profile picture
  • Timezone: Set your timezone
  • Language: Choose interface language

Password​

  • Change password
  • Requires current password confirmation
  • Must meet security requirements

Two-Factor Authentication (2FA)​

  • Enable 2FA for extra security
  • Use authenticator app (Google Authenticator, Authy)
  • Backup codes provided

Security Settings​

Sessions​

View and manage active sessions:

  • Current device
  • Last active time
  • Location (approximate)
  • Revoke to log out from device

API Keys​

Manage API authentication keys (see API Keys)

Activity Log​

View security-related activities:

  • Login attempts
  • Password changes
  • 2FA changes
  • API key creation/deletion

Workspace Settings​

General​

  • Workspace Name: Your company/project name
  • Default Template Settings: Configure default template options
  • Document Output Settings: Default format preferences (PDF/Excel)

Data Retention​

Generated documents are automatically deleted based on your subscription plan:

  • Free/Starter: 1 day retention
  • Growth/Scale: 3 days retention

Documents are auto-deleted after the retention period. Download documents before expiry if needed.

Webhook Settings​

Configure webhook endpoints for document events:

  • Document generated notifications
  • Batch completed notifications
  • Failure alerts

Notification Preferences​

Choose what notifications you receive:

Notifications​

  • Daily summary of document generation activity
  • Failed generation alerts
  • Template shared with you
  • Team member joined
  • Billing updates

In-App Notifications​

  • Real-time alerts in dashboard
  • Toast notifications
  • Notification center

Data & Privacy​

Export Data​

Download all your data in JSON format:

  • Templates
  • Document generation logs
  • Analytics
  • User data

Delete Account​

Permanently delete your account and all data:

  • 30-day grace period
  • Data cannot be recovered
  • Subscriptions cancelled

Billing​

Manage subscriptions, invoices, and payment methods (see Billing)

Related: Team Management | API Keys | Billing