App Settings

App Settings Documentation

Introduction

App Settings is used to manage system-wide configurations and preferences throughout the platform. This comprehensive module allows administrators to configure various aspects of the system including security policies, integrations, email settings, and module-specific configurations. The settings are organized into multiple tabs for easy navigation and management, helping standardize system operations and customize the platform to meet organizational needs systematically across the platform.

Accessing App Settings

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side
2. Under the Common Masters section, click on App Settings

App Settings page navigation

Managing App Settings

The App Settings page is organized into the following tabs:

System Tab

Configure core system settings including:

• Web URL configuration
• Reminder service settings
• Application type
• Reporting duration limits - this is to set the maximum duration allowed for generating the reports
• System logging configuration
• Application layout- this is to set whether to show bilingual or monolingual user interface

System tab showing core configuration options including URL settings and system layout preferences

Company Security Tab

Manage security policies and access controls:

• Verification code settings for internal and external users - To enable OTP mandatory for login
• Company security policy configuration
• Password complexity requirements
• Allow user to save login credentials - the user will see a remember me checkbox on the login page to stay logged in
• Login credential persistence
• IP address restrictions (allow/block lists)

Company Security tab displaying password policies and IP restriction settings

Integrations Tab

Configure third-party service integrations:

• Hero Calendar URL configuration
• Dropbox integration settings
• Quickbooks connection
• LDAP/Active Directory configuration
• SAML 2.0 authentication
• DocuSign integration
• Office 365 and SharePoint integration
• Enquiry form settings - This is related to the leads module for direct intake of leads from the website, the client can embed the form in their website and also set which user should get the emails for new leads
• WhatsApp configuration

Integrations tab showing various third-party service configuration options

Alias Tab

Customize field labels and terminology: 

The system will pick the names as set in the alias, if left blank the default names will be picked, Client and Matter can only have English Alias

• Responsible and Supervisor alias configuration
• Client and Matter alias settings
• Department/Practice Area alias customization
• TRN (Tax Registration Number) alias

Alias configuration tab for customizing system terminology

Key Tab

Manage system activation and licensing:

• Update activation key
• View key details (user count and expiry)

Key management tab with activation key controls

Emails Tab

Configure email-related settings:

• Email ID usage preferences
• SSL checking configuration
• Cookie security settings
• Mobile OTP configuration
• Administrator email addresses
• Email service configuration

Email settings tab showing various email and security preferences

Attachments Tab

Manage file upload settings:

• Maximum file size limits for single and multiple files
• Upload type selection (API or Azure)
• Storage configuration settings

Attachments tab displaying file size limits and storage configuration

Case Tab

Configure case management preferences:

• Email subject naming conventions - Whether the case related emails should show the client name or opponent name in the subject
• Judgment status display options- Whether to give option to select partial status while making final decision in hearing minutes entry or not
• Supervisor requirements - To make supervisor mandatory in case registration
• Client and opponent color coding - Coloring used in the reports to clearly identify parties title
• Automatic client name settings - If this is enabled, while registering a case, the client party will be added automatically with user have to select the position title of the party
• Hide lawyer name - this hides the lawyer name and rating section in the client update emails
• Auto deactivation of cases - if this is enabled, the adjudicated cases are deactivated automatically next day

Case settings tab showing case management configuration options

LSR Tab

Manage Legal Service Request settings:

• Show LSR: Yes/No radio button - Controls whether the LSR button appears on the login page
• Enable Verification Code: Yes/No radio button - Requires email OTP verification for external requests
• Auto Populate Client List in New LSR: Yes/No radio button - Shows existing clients in dropdown when creating LSRs
• Customer Data: Toggle button - Enables unit/property section in LSR creation
• Captcha Mandatory: Checkbox - Requires captcha entry for external requests
• Copy Service Name in Subject: Checkbox - Automatically copies service name to subject field
• Secure request tracking with OTP: Checkbox - Requires email OTP for tracking LSRs externally
• Allow emails from the following domains only: Checkbox - Restricts external requests to specific email domains
• LSR Submission Message (English): Text field - Custom message shown after successful LSR creation (English)
• LSR Submission Message (Arabic): Text field - Custom message shown after successful LSR creation (Arabic)

LSR configuration tab with service request settings

Dashboard Tab

Configure dashboard display preferences:

• Inactive case inclusion - Whether to show inactive case related data on dashboard or not
• Data period selection (30 days, 3 months, or all) - Whether to show the updates for selected duration or all

Dashboard settings tab showing display period options

Modules Tab

Manage module-specific settings:

• External link permissions - Whether to enable external link in the modules, this is used in client, matter, case and project, also they can restrict the domain for these links to be from specific domains only
• URL restrictions - to limit the links to be from specific domains only
• Loan module configuration with mandatory field settings - This enables the payment tracking module, you can also set which fields in the payment module will be mandatory

Modules tab displaying external link settings and loan module configuration

Workflow Tab

Configure workflow rules and notifications:

• "Matter, Case and project creation without client agreement should be" - This sets whether matter, case and project registration should be allowed or not without client agreement signed
• "Matter, Case and project creation without client payment should be" - This sets whether matter, case and project registration should be allowed or not without client payment
• Email notifications for payment workflows - Default users who should be notified when payment is initiated (agreement is signed) and when payment is confirmed

Workflow settings tab showing agreement and payment requirement configurations

KYC Tab

Manage Know Your Customer settings:

• Address requirement configuration - If address field is mandatory in KYC form or not
• Confirmation message customization (English and Arabic) - The confirmation message that needs to be shown on the KYC form

KYC settings tab with address requirements and confirmation messages

Saving Configuration Changes

Each tab has its own Submit button to save changes specific to that section. Changes take effect immediately upon submission. A Cancel button is also available to discard changes and reload the page.

Reference:

• Email To field in Enquiry form settings references the User Master

Note: Some configuration changes may require users to log out and log back in for the changes to take full effect across the system.