00:01: This video will demonstrate how to locate and update your user settings, also known
00:07: as my settings, within Caret Legal.
00:11:
00:13: User settings allow you to manage your profile information, preferences,
00:18: integrations,
00:20: billing defaults,
00:21: email signatures, and notification settings.
00:26: To begin, navigate to the upper right corner of the dashboard where your username
00:31: and profile icon are displayed.
00:36: Select the dropdown and then choose My Settings.
00:41: The user settings windows will now appear and at the top of the page you'll see your
00:46: user information section.
00:50: Here you can upload a profile picture or company logo,
00:55: review your username, update your password and enable two-factor authentication
01:01: using Google Authenticator.
01:08: In the User Profile section, confirm your personal information including your first
01:13: and last name, initials,
01:16: title and time zone.
01:20: We recommend completing your user initials as they may appear throughout CARET
01:24: Legal in areas such as calendar events and billing records.
01:31: You may also enter a mobile number to receive SMS notifications for items such as
01:37: calendar reminders and task deadlines.
01:40: Next is the User Preferences section.
01:43: These settings allow you to automate common workflows, including automatically
01:48: generating time entries when composing matter-related emails,
01:53: recording phone calls or saving emails into CARET Legal.
02:02: You can also configure document display preferences and enable integrations such as
02:08: Zoom, Worldox or NetDocuments where applicable.
02:12: In the email setup section, users can connect their email account using Google,
02:18: Microsoft or other supported providers with the IMAP option.
02:24: You may also create and manage email signatures by selecting the plus sign,
02:34: entering a signature name and pasting your formatted signature into the content
02:40: window.
02:46: CARET Legal does allow users to maintain multiple email signatures and switch
02:50: between them while composing messages.
02:57: In the billing section, timekeepers can configure a default billing rate and
03:02: complete additional billing-related fields, including Leeds Timekeeping ID and UTBMS
03:09: classifications,
03:10: where applicable.
03:11: Finally, the Notifications section allows users to manage email, pop-up and text
03:18: notifications
03:19: for tasks, calendar events and document activity.
03:48: This video has demonstrated how to locate and manage user settings within CARET
03:53: Legal.