Default settings allow workspaces to maintain a consistent look and feel across all documents. Every new document or template pack created in a workspace will automatically follow the branding and other preferences configured for that workspace, saving time and ensuring consistency.
Requirements
Must be a Workspace Administrator to configure default settings.
Settings are workspace-specific and do not carry over to new workspaces automatically.
Instructions
Select the workspace
Choose an existing workspace or create a new one to apply default branding and preferences.
Access default settings
Click Workspace Admin > Manage Workspace > Default Document Settings to configure defaults.
Set your defaults
Apply the preferred branding theme, email styles, and system preferences.
Save your settings to ensure all future documents in this workspace follow the chosen defaults.
Update defaults as needed
Whenever branding or preferences change, revisit the workspace defaults to maintain consistency.
Visual - Applying Default Preferences per workspace
Expected Outcome
New documents and document packs created in the workspace automatically use the configured branding and preferences.
Team members using the workspace have a consistent experience when sending documents.
Tips
• Avoid using your Personal Workspace for day-to-day documents; reserve it for highly confidential or personal documents.
• Be sure to update any existing templates as the system preferences only apply to new templates and documents being set up from this moment onwards.
FAQs
Will default settings apply to other workspaces I create later?
No. Defaults must be configured separately for each workspace.
Who can configure default settings for a workspace?
Only Workspace Administrators can set or update default branding and system preferences.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]