Subscription Management Screen
On the Subscription Screen on the "Your Plan" tab you are presented with a summary of your plan which includes the number of rooms, GB of storage, admin seats and user seats included with your plan. This summary also shows you what is remaining with your plan.
The features that are included are also checked in green and features that are available but not currently in your subscription are marked with a red x.
To the right of the plan summary you will see your Subscription ID, next Billing Amount and Next Billing Date. Below this information you will see links that allow you to edit and/or cancel your subscription. If you do not see either of these options, your subscription may still be in trial, you may not have yet added a payment method, or you may be on a non-standard plan.
Payment methods can be managed by clicking "Manage Payment Methods". If you do not yet have a credit card on file, the link will say "Add Payment Method."
If you have any questions, please contact our Accounting Team, and we can assist you with managing your subscription directly.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding a New User
- Adding and Editing Security Sections
- Adding Tasks
- Archiving
- Archiving A Room
- Branding
- Collections
- Creating a Custom Login
- Custom Watermarking
- Deactivated User Search
- Document Tags
- Document Viewer
- Document Viewer Overrides
- Downloading
- Downloading Files
- Editing File Settings
- Editing Multiple Users
- Editing Tasks
- Editing User
- Editing Your Profile
- Emailing Users from the Application
- Embed iFrame
- External File Upload Feature
- File Move / Copy
- Folder and File Naming Restriction's
- Folder Edit
- Folder Structure Upload
- Getting Started
- How to Clear Browser Cache
- Importing New Rooms
- Managing Your Profile
- Password Complexity
- Password Management
- Permission Overrides for Users
- Removing Access vs. Deleting Users
- Removing Encryption from a PDF
- Room Admin with Room Creation
- Room Notification Email Settings
- Run As: User
- Schedule Room Updates
- Security Levels and Security Sections
- Security Sections
- Security Sections in Documents
- Storage Indicator
- Subsciption Management
- Subscription Management Screen
- Task / Request List Management
- Task Management Screen
- Task Managmenet Dashboard
- Task Types
- Two-Factor Authentication
- Update Room Contact
- Updating Room Instructions
- Uploading
- Uploading Files
- User Search
- User Search
- Users List