> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neudocs.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings and branding

> Configure the firm profile, client experience, evidence, document AI, retention, and developer settings.

Settings are grouped by account, client experience, and developer concerns. Administrative sections appear only to authorized roles.

## Account

* **General:** firm details, security, and data-retention controls.
* **Profile:** personal display name, avatar, and password.
* **Notifications:** personal alerts, browser devices, and firm delivery policy.

## Client experience

* **Branding:** firm name, logo, and client-facing appearance where the subscription includes branding.
* **Evidence:** identity capture mode for the request evidence ledger.
* **Document AI:** provider URL, model, encrypted API key, default mode, and whether AI is enabled by default.

Use the **Test connection** action after changing a document-AI provider. A successful connection test confirms connectivity, not model quality.

## Developer

* **API keys:** create and revoke NeuDocs REST credentials.
* **Integrations:** accounting connections and outbound webhooks.
* **Connections:** completed-request storage destinations such as Dropbox.

## Retention

Retention controls determine how long eligible request/client data remains before lifecycle jobs remove it. Select a period consistent with your engagement terms and applicable law. Audit and evidence records may have separate preservation requirements.

<Warning>
  Changing a setting can affect future processing across the firm. Test client-facing and integration changes with non-sensitive samples.
</Warning>


## Related topics

- [Billing and plan limits](/workspace/billing.md)
- [Troubleshooting](/reference/troubleshooting.md)
- [Team and roles](/workspace/team-roles.md)
- [Dropbox export](/integrations/dropbox.md)
- [Integrations overview](/integrations/overview.md)