Configure organisation document settings

Set the defaults every new document inherits, from visibility to reminders.

1. Open Document settings

   Open Organisation Settings and select Document.

   Open organisation-wide document defaults.

2. Set default visibility

   Choose the default document visibility.

   Limit document visibility according to policy.

3. Set language and locale

   Set language, date format, and time zone.

   Set the defaults used in document communications.

4. Choose signature methods

   Select permitted signature methods: type, draw, and upload.

   Choose the permitted signing methods.

5. Configure workflow defaults

   Configure certificate and audit inclusion, recipient defaults, delegation, expiration, and reminders.

   Configure evidence and workflow defaults.

6. Save the defaults

   Save and note which changes affect only future documents.

   Save the organisation document defaults.

   Result: New documents inherit the saved defaults.

   Note: Changing defaults does not alter documents that are already pending.