The Default User Settings section allows the organisation to define baseline preferences for all newly added users. Establishing these defaults ensures:
Consistent formatting of dates, numbers, and names across regions.
Standardised template behaviour and document generation.
Automatic enforcement of email and notification preferences.
Note: These settings apply only at the point of user creation. Existing users are not updated retroactively.
This article covers:
Accessing Default User Settings
Navigate to Support > Organisation, then choose the relevant organisation.
Select Default User Settings.
The settings are organised into four main tabs:
Region & Display
Templating
Form Submission
Document Generation
Region & Display
These settings standardise how users view content and interact with the platform.
Locale - Controls the formatting of names, numbers, and dates.
Time Zone - Sets the default time zone for timestamps and workflow triggers.
Template Sorting - Determines the default ordering of templates in the Templates tab.
Sort by - e.g., “When template was updated”
Order - Ascending or Descending
Data Sorting Locale - Defines how table columns, such as client names, are alphabetised.
Templating Settings
Template-level settings control creation, sharing, and automation defaults for new templates.
Block Adding New Templates - Prevents importing Docx files and creating new templates.
Allow Documents to be Shared with External Users - Enables external collaboration by default. New templates inherit this setting.
Default Author Party Name - Sets the default Party assigned as the Author.
Default Author Role Name - Sets the default Role of the Author.
Allow Documents to be E-Signed - Enables e-signing via Avvoka Sign or supported integrations. New templates inherit this setting.
Smart Automation Method: Select the default intelligent templating approach for the organisation:
None
Rule-Based Automation
AI-Based Automation
Configuring templating defaults ensures standardisation of workflow and document compliance across the organisation.
Form Submission Settings
These settings define defaults for newly created forms.
Require Email Verification - Mandates that respondents verify their email address before submitting forms.
Default Allowed Email Addresses - Specify email addresses or domains (e.g., *@domain.com) allowed to submit forms. Leaving blank allows all addresses.
Default Form Submission Expiration Time - Sets the number of minutes before form submissions expire. Default: 10,080 minutes (7 days).
Email verification and domain restrictions improve data security and ensure valid responses.
Document Generation Settings
Document-level settings determine how newly created documents behave by default.
Hide Online Status - Keeps the user’s active/inactive status hidden in the document sidebar.
Enable Live Demo from Create - Allows users to test templates in Live Demo mode directly from the Create screen.
Download .docx With Automation - Permits downloading automated .docx files for offline editing or sharing.
Default to “Agreement” Mode - Opens documents in read-only mode by default for controlled document generation.
Track Changes in Live Preview (Agreement Mode) - Ensures edits are tracked in documents when using questionnaires.
Attribute Limit for Live Preview - Sets a maximum number of attributes (default: 200) to maintain performance. Documents exceeding this limit will not display live preview.
Loop Logic (Modern vs Legacy) - Determines how looped content resolves in questionnaires. Modern Mode is recommended unless legacy behaviour is required.
Email Settings
Email Settings allow organisation admins to configure the format, branding, and delivery rules for system emails. These settings ensure that system notifications, reminders, and messages are consistent, branded, and compliant with organisational policies.
Email Reminders
Admins can control the frequency and timing of system email reminders:
Frequency Options
Select how often users receive reminders:
6, 15, 30 days
Never
Custom intervals
Day Type
Choose whether reminders are based on calendar days or business days.
Email Branding
Customise the appearance of system emails to reflect the organisation’s branding:
Email Header Logo - Upload a logo to display at the top of all system emails.
Email Header Background - Specify a background color in HTML hex format to match corporate branding.
Email Content Options
Admins can control which standard elements appear in system emails:
Remove Action Button - When selected, emails will not contain a button linking recipients to Avvoka to perform the relevant action.
Remove Email Greeting - When selected, emails will not include an introductory greeting.
Remove Footer Links - When selected, emails will not include footer links such as help or privacy policy links.
These options provide flexibility in email presentation for internal vs. external audiences or specialised workflows.
Email Alias
Support Email - Specify a default support email address that system messages will use as the sender or reply-to address.
User Email Requirements
Admins can enforce rules on which email addresses can receive system messages:
Whitelist - Only email addresses containing specified terms are allowed.
Example: Entering company allows addresses like company@user.com or user@mycompany.net.
Blacklist - Email addresses containing specified terms are blocked.
Example: Entering spam blocks addresses like user@spam.com or spam@company.com.
Using whitelist and blacklist rules helps prevent delivery to invalid or unauthorised email addresses and improves security compliance.