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Lucas Smith
57 lines
4.2 KiB
Plaintext
57 lines
4.2 KiB
Plaintext
---
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title: Document
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description: Learn how to manage your team's global preferences.
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---
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import { Callout } from 'fumadocs-ui/components/callout';
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## Overview
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Document preferences allow you to set the default settings when creating new documents and templates.
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For example, you can set the default language for documents sent by the team, or set the allowed signatures types.
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## Preferences
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Document preferences can be set on either the organisation or team level.
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By default, teams inherit the preferences from the organisation. You can override these preferences on the team level at any time.
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To access the preferences, navigate to either the organisation or teams settings page and click the **Document** tab under the **Preferences** section.
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| Setting | Description |
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| ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------- |
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| **Default Document Visibility** | Default visibility for documents created by team members. See [document visibility](/docs/users/documents/advanced/document-visibility). |
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| **Default Document Language** | Default language for documents and for email communications with recipients. |
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| **Default Date Format** | Date format used for date fields and signing. |
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| **Default Time Zone** | Timezone used for date fields and signing. |
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| **Default Signature Settings** | Which signature types (typed, drawn, uploaded) recipients can use when signing. |
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| **Send on Behalf of Team** | Whether the sender's name appears in team emails. See [sender details](#sender-details) below. |
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| **Include the Signing Certificate** | Whether the signing certificate is embedded in signed PDFs. The certificate is always available separately from the logs page. |
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| **Include the Audit Logs** | Whether the audit logs are embedded in the document when downloaded. The audit logs are always available separately from the logs page. |
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| **Default Recipients** | Recipients that are automatically added to new documents. Can be overridden per document. |
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| **Default Envelope Expiration** | How long recipients have to sign before the signing link expires. See [recipient expiration](/docs/users/documents/advanced/recipient-expiration). |
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| **Default Signing Reminders** | When and how often to email recipients who have not yet signed. See [signing reminders](/docs/users/documents/advanced/signing-reminders). |
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| **Delegate Document Ownership** | Allow team API tokens to delegate document ownership to another team member. |
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| **AI Features** | Enable AI-powered features such as automatic recipient detection. Only shown if AI features are configured on the instance. |
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Document visibility, language, and signature settings can be overridden per document.
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### Sender Details
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If the **Sender Details** setting is enabled, the emails sent by the team will include the sender's name. The email will say:
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> "Example User" on behalf of "Example Team" has invited you to sign "document.pdf"
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If the **Sender Details** setting is disabled, the emails sent by the team will not include the sender's name. The email will say:
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> "Example Team" has invited you to sign "document.pdf"
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## See Also
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- [Document Visibility](/docs/users/documents/advanced/document-visibility) - Control who can access documents
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- [Email Preferences](/docs/users/organisations/preferences/email) - Configure email notification settings
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- [Send Documents](/docs/users/documents/send) - Send documents for signing
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