Can I default my branding and other settings?

Yes, you can! Defaulting your settings is a great way to save time and keep everything consistent across your documents within each workspace.

This means every new once off document pack you create in that workspace will automatically follow the same look and feel you’ve chosen.

To get started, either create a new workspace or updated an existing one you wish to optomise. From there, you can set your defaults and adjust them whenever your branding or other preferences change. This keeps your setup tidy and ensures everyone on your team has the same experience when sending documents.

Tips:

• Avoid working directly from your root folder / Personal space when you first sign up. This section is best kept for documents you’ve signed yourself or anything highly confidential that you want to keep separate.
• Use a workspace for your day to day documents, even if you’re the only person using it. It keeps things organised and makes future changes easier if your team grows or your account setup needs to be updated. nb: You don’t have to share the workspace with anyone unless you want to.
• Only Workspace Administrators can configure default settings for a workspace.
• Default settings apply to the workspace you set them in. They won’t automatically apply to any new workspaces you create later.