Table of Contents:

  • Doc Management Settings: Learn how Document Management settings are used to connect cloud storage accounts and define how files/folders are handled. In this, you can connect supported storage, manage libraries, and set rules for handling duplicate files or folders.
  • Doc Sharing Settings: Learn how Document Sharing settings allow you to configure links that are created, branded, and secured when sharing files through CloudFiles. These settings apply at the account level, but users can still adjust options at the individual link level if required.
  • License & Billing Settings: Manage your subscription, view your current plan, update payment details, and access past invoices through the billing page.
  • Other Account Settings: Learn how to update your account name, manage your primary app connection, such as HubSpot and account deletion, which permanently removes all data and cannot be undone.
  • What are Automation Credits? : Learn about automation credits, how they are used within workflows, and how many you receive based on your subscription plan.