Settings → Documents applies to new documents. An open draft keeps what it already has until you change that doc.
Document defaults
| Setting | Notes |
|---|---|
| Default currency | Must be in the allowed currency list |
| Currency options | The codes the builder offers |
| Validity (days) | 0 = no automatic expiration |
| Tax | Enabled, rate, label, tax-inclusive |
| Discount | Percent or fixed, label |
| Show letterhead + style | Default for new docs |
| Density / font | Paper feel |
| Allow PDF export / .ipq export | Workspace policy |
| Auto-ack on paid | Draft an acknowledgement when checkout completes |
Reminder days
These also drive dashboard Needs attention and outreach mail to you.
| Setting | Typical default |
|---|---|
| Unopened reminder (days) | 2 (system fallback 3 if unset) |
| Follow-up interval (days) | 7 |
A document only gets a small number of reminders, then stops. Mute on Share skips that job.
Notifications
Per-user preferences control in-app, email, and connected chat (Slack, Telegram, and similar). Categories include document viewed, signed, unopened, follow-up, and billing.
Outreach copy: Email templates. Channel setup: Messaging and alerts.
Settings → Email: SMTP (Pro+) and Email templates. Gmail / Outlook / Zoho connect under Integrations. Guide: Email.