30 docs tagged with "settings"

This is the fun part! The Branding & Design section lets you make the workspace look like your own brand.

Branding Assets List

The Approval Workflows tab includes a comprehensive Help Drawer that you can open at any time by clicking the ❓ Help icon. It has three tabs:

The Business Context tab helps the platform understand what kind of work you do, which helps tailor certain features to your needs.

The Documents (Papers) settings module is where you configure how your organization generates, numbers, brands, and secures all of its live documents and contracts.

The Domains tab is where you connect your custom web addresses to the platform.

Embeddable Views Overview

The Expense Settings module is the financial control center for your organization. Before your employees can submit an expense claim (like a business flight or a team lunch), you must define the rules of engagement here.

Welcome to your Organization Settings! Think of this as the "ID card" for your entire workspace.

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Numbering Sequences

Override Locks Overview

The Organization Settings portal is the central nervous system for your workspace. This module allows you to configure global preferences, manage corporate identity, setup domains, enforce security rules, and connect vital third-party integrations.

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Real-World Example 1: Leave Workflow (Simple)

Regulation Rules Empty

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While the Step Properties panel handles who and how someone approves a document, SLA (Service Level Agreements) and Conditional Logic govern when and if the step executes.

Smart Fields List

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The Step Properties Panel is the engine room of the Approval Workflow system. When you click a node in the Visual Graph Designer, this panel dynamically generates configuration options based on the global state engine.

Glossary List

The heart of the Approval Workflows system is the Visual Graph Designer — a drag-and-drop canvas where you build multi-stage approval paths.

The /org/settings?tab=approval_workflows route is powered by the ApprovalWorkflowsTab.tsx component. It serves as the primary controller for the entire Approval Workflow ecosystem, acting as the bridge between the backend database, the Module State Management (MSM) engine, and the visual WorkflowDesigner.