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Account and plan

Updated

Settings#

Everything about your account lives on one page.

The Settings page
The Settings page

What you can change#

FieldNotes
Full NameYour name on the account
Company NameUsed on correspondence
PhoneContact number

Save Changes applies them.

Changing your password#

Enter your Current Password, then the new one twice, and choose Update Password.

Tip
Changing your password does not affect your API keys. They are independent credentials: rotating one has no effect on the other. If a key itself needs replacing, rotate it from the Dashboard — see API keys.

What you cannot change#

Email Address is shown but fixed — it identifies the account and is where credentials and notices are sent. Contact support@docxtract.io to change it.

Account information#

Read-only, on the same page:

FieldMeaning
Account StatusWhether the account is active
Current PlanTrial, or your paid tier
Member SinceWhen the account was created
Trial ExpiresEnd of the trial window — trial accounts only
Trial UsageCredits used against the trial allowance

Trials#

A trial runs 14 days by default with a fixed credit allowance.

Warning
Two separate limits end a trial: the date and the credit allowance. Whichever comes first stops extraction. Watch both Trial Expires and Trial Usage — a trial can run out of credits well before its date if you process large documents, since credits are counted per page.

When a trial ends, calls return 402 (usage_limit_exceeded). Nothing is deleted; request a plan change (below) and your existing keys keep working once converted.

Plans and billing#

There is no card payment in the portal yet. Under Billing & Plan, Upgrade Plan opens a short form — the plan you are interested in, your expected monthly page volume, and anything you want to tell us. Sending it records the request and emails our sales team; you get a confirmation email, and the card shows Plan request sent with the date until we have followed up. Nothing is charged from this form, and your current keys keep working meanwhile.

Your tier affects extraction accuracy and your credit allowance; the API surface is identical on every tier. Invoices are still handled by email.

Tip
Warnings about a key running low on credits or nearing expiry appear at the top of this page and the Dashboard, and are emailed once per threshold. See API keys → Alerts.