Settings
In simple words
Settings is part of Legal & Documents. Rules and permissions. This guide takes you through it in 4 short steps.
Where it fits in your work — Approve. It follows the approval workflow for its type.
Before you start
- You need to be signed in to your company's workspace. Legal & Documents appears in the Workspace dashboard and in the left menu when your role includes it.
- What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
- Settings belongs to Control in Legal & Documents. Rules and permissions.
Step by step
- 1
Step 1
Open Legal & Documents
Sign in and open the Legal & Documents panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.
- 2
Step 2
Open “Settings”
In the left menu, click “Settings”. The “Legal Settings” screen opens.
- 3
Step 3
Other actions on this screen
You will also see these buttons:
- Manage Maker Types
- Manage Templates
- Manage Categories
- Manage Workflows
- 4
Step 4
Done
Rules and permissions.
Tips
- If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.
Quick recap
Open Legal & Documents → Open “Settings” → Other actions on this screen → Done
What it connects to
HR & Payroll
Employment documents.
Digi Locker
Store signed originals securely.
SOPs & Policies
Policies that need a signature.
What you will see on this screen
These are the parts of the Legal Settings screen, exactly as they appear in the product.
Buttons
- Manage Maker Types
- Manage Templates
- Manage Categories
- Manage Workflows
Why use Legal & Documents
Legal & Documents replaces document generation & e-signature tools, on the same login and the same data.
- Professional documents in minutes, from templates
- A clear record of who approved and signed what
- Approval chains per document type
- Everything in one library, with history
Who uses Legal & Documents
Legal & admin
Maintain templates, workflows and the document register.
Document authors
Create documents from approved templates.
Approvers & signers
Review, approve and sign.
Everyone else
Read documents shared with them.
More in Control
FAQs
Common questions.
About Settings and Legal & Documents.
I cannot see Settings in the menu.
Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to Legal & Documents.
Can I do this on my phone?
Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.
Does this cost extra?
No. Settings comes with the Legal & Documents panel, and every panel is included in every plan.
What is SelfRun AI?
SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.
Do I need to use every module?
No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.
Is there a free plan?
Yes. The Free plan is free forever for one person and includes every panel and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.