How to Access Your Account Settings

Here's how to get to your Account Settings at any time. When you are inside the Plainly Legal™ app, click on the avatar bubble in the upper right corner of your screen:

From the dropdown menu that appears, select the "Manage account" option:

Clicking that link will take you to your account details, and you'll land on your Profile page. It will look like this:

From there, you can access the various pages to manage your account settings using the sidebar navigation panel:

Here's what you'll find (and be able to control) on each of these pages:

  • Profile Page - This is where you'll control your email address, linked Google accounts, password, and security features.
  • Document Presets Page - This is where you can set your account up to fill in certain information in your agreements going forward automatically.
  • Subscription & Billing Page - This is where you can manage your plan, update your credit card, and/or cancel your paid subscription.
  • Referral Program Page - This is where you can join our referral program and monitor the stats from your referrals.

We have in-depth articles about each of these elements here in the Knowledge Base.

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