Workspace

Settings

Document Management

Saved now. These apply when document management is built.

To connect a document management system you will need permission to authorize app connections within that system itself.

How files are stored in Xena until a document system is connected.

Require a client folderNew uploads must sit under a client.Retain files (years)Open vault

How agreements are sent and signed.

Enable eSignatureProviderRequire internal approval before send

All changes saved.