Personal Preferences

FluentCase allows each user to customize their experience with personal preferences for notifications, display settings, and workflow options.

Accessing Personal Preferences

Your Settings

Open preferences:

  1. Click the Avatar Silhouette (top-right corner)
  2. Select Personal Preferences

Preference categories:

  • Your Settings - Look & Feel, Composing Messages, Subject Line Shortcuts
  • Email Accounts - Link Gmail or Outlook, Email Signature Settings
  • Calendar Feed - Subscribe to iCalendar
  • API Tokens - Manage API access

Note: Click on any of the selections above to configure your preferences.

Appearance

Open Personal Preferences → Appearance to change how FluentCase looks for you. These settings apply only to your account.

  • Color Palette - Light (default), Dark, High Contrast, or one of several Pantone Colour of the Year palettes
  • Size - Small, Medium (default), or Large. Scales text and spacing across the interface; choose Large for easier reading.
  • Font - Heading and body font pairings, such as Classic (default) or Modern
  • Content Emphasis - Bold (default) or Muted document and activity titles in grids
  • Navigation Panel Colors - Light or Dark side panel and top bar. Not available with the Light, Dark, or High Contrast palettes.

The Preview panel shows your changes as you make them. Click Save to apply them. You can also use your browser’s zoom to make everything larger or smaller.

Common Questions

How do I create a matter through the API? Where do I get an API token for an integration? How do I upload documents to a matter through the API? How does an integration authenticate with the FluentCase API?
More Settings & Preferences questions

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