64 docs tagged with "settings"

Route Manage Helpdesk Settings

Overview

Route Manage Store Settings

Make the workspace and customer portals look like your own brand.

What this page is — the images Papers stores for documents, and an honest account of which of them

Budget Categories (technically known as Budget Heads in accounting) form the backbone of how your organization tracks, allocates, and analyzes project expenditure.

The Approval Workflows tab includes a comprehensive Help Drawer that you can open at any time by clicking the ❓ Help icon. It has three tabs:

Tell Orbit what kind of industry your business operates in.

Route Manage Helpdesk Settings

Route Manage Store Settings

What this page is — the project's address book of external parties: the companies and people you send

What this page is — the drawer that creates a calendar and, later, edits it.

Route Manage Helpdesk Settings

What this page is — who may sign in to the Papers customer portal for this project, and how they are

Route Manage Helpdesk Settings

What this page is — the two tools for a data-subject request about someone who appears on your

Route Manage Story Front Coupon Codes

Connect your own custom web addresses (like shop.yourcompany.com) to Orbit.

What this page is — tokens that let a partner's website frame one Papers view — generate a document,

The Expense Settings module is the financial control center for your organization. Before your employees can submit an expense claim (like a business flight or a team lunch), you must define the rules of engagement here.

Manage your organization's basic identity and contact information.

What this page is — rules that create a document automatically when something happens elsewhere in

Global Integrations allow your organization to securely connect external tools, social media platforms, email providers, and communication channels to Orbit Resolve.

What this page is — bridges that turn each submission of a marketing form into a Papers document of a

Route Manage Helpdesk Settings

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Route Manage Store Settings

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What this page is — the sequences that give a document its number at the moment it is finalized: the

Route Manage Automation of StoreSetings

Route Manage Store Settings

What this page is — the grid that decides, per project and per surface, whether a project keeps its own

Route Page Access of Task Configuration

Route Menu Listing of Store Front settings

The Organization Settings portal is the central nervous system for your workspace. This module allows you to configure global preferences, manage corporate identity, setup domains, enforce security rules, and connect vital third-party integrations.

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What this page is — the two places Orbit Papers is configured: the organisation hub, which holds the

Route Manage Store Settings

Overview

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What this page is — The per-project rules Planning works by: how tasks are estimated (hours, points or days), how a size becomes hours, how much of a day is plannable, what the team calls a sprint or a phase, what happens when dates fall outside their phase, and whether a commit tolerates drift.

Routeid → Timesheet Settings tab

Real-World Example 1: Leave Workflow (Simple)

What this page is — the rules your live documents are checked against for regulatory drift, the sweep

Route Manage Helpdesk Settings

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What this page is — need-to-know markings, and the list of people granted each one. A document carrying

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What this page is — the rules for who inside your organisation may sign which documents, up to what

While the Step Properties panel handles who and how someone approves a document, SLA (Service Level Agreements) and Conditional Logic govern when and if the step executes.

What this page is — where your organisation writes its own AI extraction prompts: each a name and a

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Routes Manage Store Settings

The Step Properties Panel is the engine room of the Approval Workflow system. When you click a node in the Visual Graph Designer, this panel dynamically generates configuration options based on the global state engine.

Organization Tax acts as your organization's central tax configuration. Here, you define the complete tax rules that govern how you charge your customers, ensuring your store accurately collects tax according to the laws of the countries where you operate.

What this page is — the entry point to lead configuration: eight sections holding everything you

What this page is — pinned translations for legal terms, given to the AI as binding term mappings

The heart of the Approval Workflows system is the Visual Graph Designer — a drag-and-drop canvas where you build multi-stage approval paths.

Overview

Overview

The /org/settings?tab=approval_workflows route is powered by the ApprovalWorkflowsTab.tsx component. It serves as the primary controller for the entire Approval Workflow ecosystem, acting as the bridge between the backend database, the Module State Management (MSM) engine, and the visual WorkflowDesigner.