Workspace settings (ENG)

Via the Workspace settings, you can easily manage your organization’s basic settings. In this guide, we explain step by step where you can adjust which settings. Open the Workspace settings by clicking on the settings icon (⚙️) in the top right corner. 

Company Logo

Here you can upload your organization’s logo. This logo will be shown in the top left corner of the Docfield homepage and used in your emails. 

•  Click on 'Upload logo' 

•  Select the desired file from your computer. 

Email Design

In this section, you set the appearance of email invitations sent from Docfield. 

• Company color: Choose a color that matches your brand style. This color will be used for buttons in the emails, among other things. 

• Button text color: Choose whether the text on the button in the email should be white (light) or black (dark). 

 On the right side, you’ll immediately see a preview of what the email will look like.

Formats

Here you can set which format should be used for dates and numbers. 

• Date format: Choose between dd-mm-yyyy or mm/dd/yyyy. 

• Number format: Set whether to use commas or periods for decimals and thousands separators. 

PDF Settings

Determine whether a Draft watermark should be displayed on documents that have not yet been fully completed. You can download a draft version of a PDF by clicking on Download marked PDF at the top right of a template or document.