Documents
Module: Settings · For: Carrier users · Page address: /carrier-portal/settings/documents
How to get there
Section titled “How to get there”Settings → Documents
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | No |
| User | No |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Export | Any signed-in member | Manage also grants it |
| Save changes | Any signed-in member | Manage also grants it |
What this page tells you
Section titled “What this page tells you”Defaults for new folders and how lists appear. Suggested minimum for tax and carrier records — confirm with counsel. Saved as your preference; applied in the document center as it adopts the default.
What you see
Section titled “What you see”- Shortcuts
- Retention & view
- Security & sharing
- Library categories
What you can do
Section titled “What you can do”- Refresh
- Export
- Save changes
- Open center
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Default retention (years) | No | spinbutton | 7 |
| Default document list view | No | combobox | List (dense) |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Error state
Loading state
Tooltip state
Last updated 2026-10-27