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Introduction

3
  • Overview of The Smart DMS
  • Getting Started with The Smart DMS
  • Understanding The Smart DMS Architecture

Common

31
  • Bookmarks
    • How To Add & Remove Bookmarks
  • Communication
    • Communication Overview
    • Settings
      • Communication Settings Overview
      • Email Settings
        • How to Configure Outgoing Email (SMTP) Settings
        • Email Templates
      • SMS Settings
        • SMS Shortcode & API Settings
        • SMS Message Templates
      • WhatsApp Settings
        • Official WhatsApp API Settings
        • WhatsApp Templates
    • Panel Banners
      • Panel Banners
    • WhatsApp
      • WhatsApp Overview
      • How to Setup a WhatsApp Web Session
      • How to Subscribe to System Updates in WhatsApp Groups
    • Web Push Subscribers
      • Web Push Subscribers Overview
  • Content Management
    • How To Add Content Such As FAQs & Guides
    • Content Management Overview in The Smart DMS
    • Categories
      • Managing Content Categories
    • Tags
      • Managing Content Tags
  • Logs
    • Tracking Actions: Understanding Logs in The Smart DMS
  • Notifications
    • How to Enable/Disable Notifications
  • Roles & Permissions
    • User Roles & Permissions Overview
    • Understanding Roles & Permissions Across Central and Tenant Panels
    • How To Create User Roles
  • Search
    • Using the Global Search Bar in The Smart DMS
  • Settings
    • Authentication
      • Authentication Settings
    • General
      • General Settings Overview
      • Do I Use Tenant-Specific or Central Settings
  • Users
    • How to Register a User
    • How To Update a User & Assign Roles
    • How To Bulk Assign User Roles
    • How To Update Your Profile

Central

13
  • Main
    • Dashboard
    • Clients
      • Central Clients
    • Tasks
      • Central Tasks
    • Tenants
      • Tenant Overview — What Is a Tenant in The Smart DMS?
      • How To Create a Tenant
      • Updating a Tenant and Managing Assigned Users
      • Customizing Tenant Labels
    • Payroll
      • Payroll Overview
      • Commissions
      • How to View Your Account Balance
    • Policies
      • Managing Policy Categories
      • Managing Company Policies & Training Manuals in The Smart DMS
    • Subscription
      • How To Renew Your Smart DMS Subscription

Tenant

20
  • How To Access Different Tenants
  • Tenant Dashboard
  • Ecommerce
    • Products
      • How To Create Simple Products
      • How to Create Cable Products in Bulk
      • How To Create Variable Products In Bulk
    • Requisitions
      • How To Request Store Items
      • How To Approve Requisition Items
  • Tasks
    • Task Types
      • Task Types Overview
      • How To Create Task Types
    • Task Management
      • Task Statuses Overview
      • How To Create Tasks
      • How To View Unassigned Tasks
      • How To Mark a Task as Complete / Done
      • How To Start a Task
      • How To End a Task
    • Settings
      • Task Settings
  • Human Resource
    • Employees
      • How To Update Employees
  • Marketing
    • Marketers
      • How to Create a Marketer
    • Commissions
      • Commissions Overview
      • Uncommissioned Tasks
  • Home
  • Documentation
  • Common
  • Settings
  • General
  • General Settings Overview
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General Settings Overview

< 1 min read

The General Settings page lets you manage essential configuration options that define how your system behaves and appears.

General Settings Sections #

The general settings are divided into four key sections:

API Settings #

Configure integrations with external services including:

  • OpenAI (for AI-related features)
  • Google Maps (for location services)
  • ReCaptcha (for spam protection)
  • Cloudflare (for DNS/firewall settings)
  • Deepgram (for speech-to-text services)

Brand Settings #

Update your organization’s branding details:

  • Business Name
  • Logo
  • Phone Number & Email
  • Physical & Billing Addresses

Localization Settings #

Adjust system-wide regional preferences:

  • Language
  • Currency
  • Timezone

Theme Settings #

Customize the look and feel of the system:

  • Choose your Primary, Accent, Secondary & Tertiary colours

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Do I Use Tenant-Specific or Central Settings
Table of Contents
  • General Settings Sections
    • API Settings
    • Brand Settings
    • Localization Settings
    • Theme Settings

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