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General Settings

The General Settings screen is the central control panel where administrators configure how DocLock behaves for the whole organisation. It is organised as a set of tabs down the left side — Organisation, Security, Notifications, Documents, Appearance and Integrations — with a single Save Changes button that applies whatever you have edited.

General Settings page overview

How to open this screen​

  • Route: settings/general
  • Access required: the Manage System Settings permission (SYSTEM.MANAGE_SETTINGS). If you don't have it, the page won't appear in your menu and the route is blocked.

What you see on this screen​

The page has two columns:

  • Left tab rail — six tabs you switch between. The active tab is highlighted. Below the tabs are two buttons: Save Changes (applies your edits) and Reset to Defaults.
  • Right content panel — the settings cards for the tab you've selected.

When you click Save Changes, a green "Settings saved successfully." toast appears in the bottom-right corner for a few seconds. On small screens the Save / Reset buttons appear at the bottom of the panel instead of the left rail.

The six settings tabs in the left rail

Good to know: Every field on this page starts pre-filled with the organisation's current values (for example Digital Sequence, Asia/Riyadh timezone, SAR currency). You are editing existing configuration, not starting from blank.

Organisation tab​

This is where your company's identity and regional defaults live. It has three cards:

Company Identity​

  • Organisation Name — your full company name.
  • Short Name / Code — a brief code (e.g. DS).
  • Official Website — your public website URL.
  • Support Email — the address users are pointed to for help.
  • Address — the registered company address.

Logo & Branding​

  • An Upload Logo button (recommended 512×512px PNG or SVG with a transparent background) and a Remove button.
  • Brand Primary Colour — pick a colour with the swatch or type a hex value (e.g. #4F46E5).

Regional Settings​

  • Default Language — English, Arabic, French, German or Spanish.
  • Default Timezone — e.g. Asia/Riyadh, Asia/Dubai, Europe/London, UTC.
  • Date Format — DD/MM/YYYY, MM/DD/YYYY, ISO, or "1 Jan 2026" style.
  • Currency — SAR, USD, EUR, GBP or AED.

Organisation tab

Security tab​

Controls how accounts are protected. Three cards:

Password Policy​

  • Minimum Password Length, Password Expiry (days), Failed Login Attempts Before Lockout, and Account Lockout Duration (minutes).
  • Toggles to require uppercase letters, require numbers, and require special characters.

Session & Multi-Factor Authentication​

  • Session Timeout (minutes) and Max Concurrent Sessions per User.
  • Toggles to enforce MFA for all users, require MFA for admin accounts only, and allow "Remember this device" for 30 days.

IP Access Restrictions​

  • Toggle Enable IP allowlist. When it's on, a text box appears where you enter allowed IP ranges in CIDR notation, one per line.

Security tab

Notifications tab​

Configures outbound email and which events generate alerts.

Email Notifications​

  • From Name and From Email Address.
  • SMTP connection details: SMTP Host, SMTP Port, SMTP Username, SMTP Password.
  • A toggle for Use TLS/STARTTLS encryption, and a Send Test Email button.

System Event Notifications​

A list of events — document uploaded, document approved/rejected, document shared, workflow step assigned, ticket created, ticket SLA breach, user login failure, storage quota warning — each with an Email toggle and an In-App toggle so you choose how (or whether) it's delivered.

Digest & Digest Schedule​

  • A toggle to enable daily digest emails. When on, a Digest Delivery Time dropdown appears.

Documents tab​

Governs file handling, versioning and retention.

Upload & Storage Limits​

  • Max File Size per Upload (MB), Max Workspace Storage Quota (GB), and a comma-separated list of Allowed File Types.

Versioning​

  • Max Versions to Retain per Document and Version Purge After (days) (0 = never).
  • A toggle for Auto-version on every save.

Retention & Archiving​

  • Default Document Retention (days) (0 = forever) and Trash Auto-Empty After (days).
  • Toggles for Enable automatic archiving and Require reason when permanently deleting.

Appearance tab​

Sets the organisation-wide default look. Users can still override most of this in their own profile.

Default Theme​

  • Choose Light, Dark or System as the default theme.

Layout & Display Density​

  • Default Sidebar State (expanded / collapsed / auto), Table Row Density (compact / normal / comfortable), Default Document List View (list / grid / table), and Date Display Format (relative / absolute / both).
  • Toggles for Show document thumbnails and Enable animated transitions.

Integrations tab​

This tab no longer holds configuration. It shows a notice that "Integrations have moved" and a Go to Integrations button that takes you to the Integrations Marketplace. See that page for connecting third-party services.

Saving your changes​

  1. Switch to the tab you want to change and edit the fields or toggles.
  2. Click Save Changes (left rail on desktop, bottom of the panel on mobile).
  3. Wait for the green "Settings saved successfully." confirmation toast.
  4. To discard everything and return to defaults, click Reset to Defaults.

Note: Your edits across all tabs are saved together when you click Save — you don't need to save each tab separately.

Tips​

  • The Send Test Email button on the Notifications tab is the quickest way to confirm your SMTP details are correct before relying on alerts.
  • Use the System Event Notifications list to cut email noise: turn off Email but keep In-App for low-priority events.
  • Branding (logo and primary colour) on the Organisation tab affects how DocLock looks to everyone, so coordinate changes with your communications team.

Troubleshooting​

ProblemWhat to check
The page doesn't appear in the menuYou need the Manage System Settings permission (SYSTEM.MANAGE_SETTINGS). Ask an administrator.
I clicked Save but don't see a confirmationWait a moment for the green toast in the bottom-right; if nothing appears, check your connection and try again.
The Integrations tab is emptyThat's expected — integration setup moved to the Integrations Marketplace. Use the Go to Integrations button.
The IP allowlist box is missingTurn on the Enable IP allowlist toggle first; the text box only shows when it's enabled.
Test email never arrivesRe-check SMTP Host / Port / Username / Password and the TLS/STARTTLS toggle on the Notifications tab.