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Account & Settings

Profile settings

Open Settings → Profile (/dashboard/settings?section=profile).

Fields you can update

  • Full name
  • Company name and website
  • Country, phone, address line 1/2, city/state, postal code

Click Save profile to persist.

Default proposal terms

On the same Profile page, use Default proposal terms to save standard Terms once (payment schedule, cancellation, IP, liability, and so on). New proposals reuse this template instead of AI-generated Terms. Details: Default terms template.

Email and password

  • Email is displayed but not editable in Profile.
  • Use Change password or Set password on the same page (password minimum 8 characters).
  • Forgot password while signed out: use /forgot-password.

Related

This documentation is a living guide and may not cover every edge case yet. Features and labels can change as Docora evolves.

Still stuck? Contact us at support@docora.io.

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