“My account” screen

This screen is always displayed in “view” mode, and displays all the data of the organization’s “licensing” [its “subscription”] – expiration date, monthly cost broken down into the various components, etc.

This screen is still under construction, and will change substantially in the upcoming main version.

Below is an explanation of the various parameters displayed on the screen

The “Current subscription” box

The “Current subscription” box displays the following data:

Plan start	The licensing start date
Maximum documents that can be created per month	How many documents at most can be generated using the system each month. If “Can documents be created beyond the quantity defined in the subscription?” is marked “yes”, then documents can be generated beyond this quantity too, up to the quantity specified in “Maximum documents that can be created” [and if not specified, then without limit], but for these actions there will be an additional charge according to what is specified under “Cost per document-creation action beyond the quantity defined in the subscription”. Reaching this quota will cause the system to block the document-generation action until moving to the next monthly payment period, where it will renew to the specified maximum.
Maximum documents for signing each month	How many documents at most can be electronically signed using the system each month. If “Can documents be signed beyond the quantity defined in the subscription?” is marked “yes”, then documents can be signed beyond this quantity too, up to the quantity specified in “Maximum documents that can be signed” [and if not specified, then without limit], but for these actions there will be an additional charge according to what is specified under “Cost per document-signing action beyond the quantity defined in the subscription”. Reaching this quota will cause the system to block the document-signing action until moving to the next monthly payment period, where it will renew to the specified maximum.
Maximum usage licenses	How many users can be registered to the system under the current organization. Reaching this quota will cause the system to block the action of adding additional users. Automatic renewal – active/inactive. To be active, the organization must save credit card details in the system [the details are saved securely according to the standard, not at the Assembly company, but at the clearing company], and also approve automatic renewal and automatic payment.
Can save records	If “no” – the system does not allow saving records at all, but only document-generation and signing actions. This limitation also prevents various other actions, such as searching information created in the past. In free subscriptions, this limitation exists at the base of the subscription
Maximum stored records	Maximum stored records is relevant only for the case where ‘Can save records’ is yes. As soon as you try to save records beyond this quota, the system will automatically delete previous records
Maximum disk volume for storage [GB]	If the number is 0 – the system does not allow saving documents at all – document-generation and signing actions allow accessing documents that are created via an immediate download to the computer or in an email message to which the file is attached. This limitation exists at the base of the subscription. If the number is greater than 0, as soon as you try to create documents causing the quota to be exceeded, the system will block the action
Maximum forms	How many forms [for capturing information] can be added to the system under the current organization. Reaching this quota will cause the system to block the action of adding new forms
Maximum documents connected to a form	How many documents can be saved with a connection to a single form [under a “document collection”]. The system allows generating all of them in one action from a record whose details are captured via the form. Reaching this quota will cause the system to block the action of adding documents beyond the maximum for a document collection
Can create PDF	Usually “yes”. If “no” – it will be possible to generate only WORD documents, and it will not be possible to perform electronic signing
Email support	Usually “yes”. If “no” – you will not be able to receive support via sending email
Phone support	Usually “no”. If “yes” – you are entitled to receive support via a phone call to the support center
CHAT support:	Usually “no”. If “yes” – you are entitled to receive support via the chat window that will appear on the main screen [only for system administrators]
Premium support service	Not active in this version
API access	If marked “yes”, the organization has permission to interface from other software into the DocsRobot system by calling API functions. To realize this, an API key must be created under the organization screen [see here]
Advanced access management	Not active in this version

Additional boxes on the page

The “Usage” box

The Payments and Payment-methods boxes

The “Usage” box displays the following data:

Current billing cycle – the current monthly billing cycle [start date and end date], or “free” if the subscription is free
Plan dates – start date and end date of the current subscription [with all its billing cycles]. If it is a free licensing – the end date will not be specified.
Documents created – the number of documents the system generated in the current billing period, out of the quota defined for this action [“how many documents at most can be generated using the system each month” – see above in the “Current subscription” box] and including a note of the maximum possible [if “Can documents be created beyond the quantity defined in the subscription?” is marked “yes”, the quantity is specified in “Maximum documents that can be created”]
Documents signed – the number of documents the system signed in the current billing period, out of the quota defined for this action [“how many documents at most can be signed using the system each month” – see above in the “Current subscription” box] and including a note of the maximum possible [if “Can documents be signed beyond the quantity defined in the subscription?” is marked “yes”, the quantity is specified in “Maximum documents that can be signed”]

The Payments and Payment-methods boxes:

Payments – a list of the payments captured in the system
Payment method – non-confidential information of the saved payment method (the confidential information is saved only at the clearing company)