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Amplify’s Account Settings let you control how your workspace looks, behaves, and operates across all modules—including Fax, eSign, Connect, and Forms. Settings are organized by category so teams can quickly configure preferences without affecting day-to-day workflows.

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Accessing Account Settings

You can access settings from your dashboard by navigating to: Settings → [Section Name]

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General Settings

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Organization

The Organization tab contains your company-level details. You can manage:
  • Organization name and basic information
  • Workspace identity used across Amplify
  • Default organization-level preferences
This information is used in system records and outbound communications.

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Custom Branding

The Custom Branding tab allows you to personalize how Amplify looks and communicates with recipients. You can configure:
  • Logo
  • Primary and accent colors
  • Sender email address
  • Email subject and footer text
    Email customization is an add-on.
Branding applies to:
  • Fax emails
  • eSign requests
  • Forms
  • WebFax pages
Resellers and white-label partners can also manage their customer-facing branding from this section. For resellers, custom branding also applies to whole product.

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My Profile

The My Profile tab is user-specific. Here you can:
  • Update your personal profile details
  • Manage individual preferences tied to your account
  • Control how your name and details appear internally
Changes here affect only your user account, not the entire workspace.

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Numbers

The Numbers tab lets you manage assigned numbers. You can:
  • View purchased or assigned fax and communication numbers
  • See number details and status
  • Manage number-related configuration where permitted
This section helps teams keep track of active numbers within the workspace.

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Labels

Labels help you organize content across Amplify. You can:
  • Create and manage labels
  • Use labels to categorize faxes, documents, and records
  • Improve search and filtering across modules
Labels are shared across the workspace.

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Custom Fields

The Custom Fields tab allows you to add structured metadata. You can:
  • Create custom fields for documents, contacts, or records
  • Standardize data capture across teams
  • Support reporting and automation workflows
Custom fields are especially useful for compliance and operational tracking.

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Theme

The Theme tab controls the visual appearance of your workspace. You can:
  • Adjust UI theme preferences
  • Customize the overall look and feel for users
Theme settings help improve usability and visual consistency.

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Fax Settings

Fax Settings control how faxes are sent, received, and managed.

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Preferences

  • Default paper size
  • Broadcast fax speed
  • Workflow prompts (duplicate warnings, recipient suggestions)
  • Firework animations and UI behavior

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Fax Defaults

  • Set default cover pages
  • Assign Smart Templates
  • Manage tags and document attachments

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Smart Templates

  • Create reusable fax templates
  • Standardize outbound documents across teams

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Batch & Retry

  • Configure automatic retry rules for:
    • Busy lines
    • No answer
    • Call rejected
    • Failed transmissions
  • Define retry intervals and attempts
Charges may apply for each retry attempt.

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AI & OCR

  • Enable OCR for searchable fax content
  • Use AI-powered document processing where available

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Email to Fax

  • Send faxes directly via email
  • Assign rules for routing and processing

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Blocked Numbers

  • Prevent unwanted fax traffic from specific numbers

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Collect Settings

eSign Settings help tailor the signing experience for both senders and recipients.

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Preferences

  • Auto-save contacts
  • Snap-to-grid for annotations
  • Default date format
  • Suggested text for faster form filling

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Recipient Experience

  • Control recipient access behavior
  • Enable assisted signing
  • Attach signed documents automatically via email

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Final Document

  • Include signature timestamps
  • Add page numbers
  • Insert unique reference numbers

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Reminders

  • Configure automatic signing reminders
  • Reduce delays in document completion

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Connect Settings

Connect Settings apply to calling, messaging, and meetings.

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Audio Settings

  • Select default microphone, speakers, and ringtones
  • Test audio devices before calls or meetings

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Caller Preferences

  • Enable anonymous caller ID
  • Manage call history cleanup
Audio settings apply across calls and meetings.

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Forms Settings

Forms Settings control how responses are collected and managed. You can configure:
  • Response limits
  • Maximum number of submissions
  • Automatic response closure
  • Google Sheets integration for live data sync
  • AI-powered response summaries
These settings help teams manage intake volume and streamline follow-ups.

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FAQs

Most settings apply at the workspace level, while some preferences (like notifications) are user-specific.
Branding is managed centrally and applies across supported modules, including Fax, eSign, Forms, and WebFax.
Some settings—such as SSO, advanced branding, and reseller options—are available only on eligible plans or as add-ons.