Applies to: Organisation Admins
Purpose: Configure default settings for new users added to your organisation.
What are Default User Settings?
The Default User Settings section lets your organisation set baseline preferences for all new users. This helps ensure a consistent experience for your team — from time zones to interface defaults.
Note: These settings only apply at the point of user creation. Existing users won’t be retroactively updated.
Where to find it
From the main menu:
Head to Support
Select Default User Settings
2. You’ll see two tabs:
Region & display
Document generation
Region & Display
• Locale
Controls how names and numbers are formatted (e.g. dates, decimals).
• Time Zone
Sets the default time zone for timestamps and workflow triggers.
Tip: Helps avoid confusion when teams work across regions.
• Template Sorting
Choose how templates appear by default in the “Templates” tab:
Sort by: e.g. “When template was updated”
Order: Ascending or Descending
• Data Sorting Locale
Affects how column values (like client names) are alphabetised in tables.
Document Generation
These settings control how new documents behave by default.
• Hide Online Status
Keeps a user’s active/inactive state hidden in the document sidebar.
• Enable Live Demo from Create
Lets users test a template in Live Demo mode directly from the Create screen.
• Download .docx With Automation
Allows download of an automated .docx from Create — handy for sharing or offline edits.
• Default to “Agreement” Mode
Launches docs in read-only mode (rather than editable). Best for controlled document generation.
• Track Changes in Live Preview (Agreement Mode)
Ensures edits still show in track-changes when working in “agreement” mode via the questionnaire.
• Attribute Limit for Live Preview
Sets a cap (default: 200) to improve performance.
If a doc has more attributes than this, the live preview won’t show.
• Loop Logic: Modern vs Legacy
Controls how looped content resolves in questionnaires.
Stick with Modern Mode unless legacy behaviour is needed.
Need-to-Know
These only apply to new users added after the settings are updated
Existing users keep their own preferences (see Account tab)
You can tweak these settings anytime — no downtime or impact to live templates
Best Practice
Set your org-wide time zone and loop logic early
Review download/export options for teams working offline or in client-facing roles
Keep performance smooth by adjusting the attribute cap if needed