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Account settings, security & privacy

Document workflow settings

Make team or template selection mandatory and choose whether AI analysis results are applied automatically.

Written By Sebastian

Last updated About 7 hours ago

Document workflow settings set rules for every new document in your account. Use them to make sure documents are always visible to the right people and created the right way.

Available on all plans · Owner and Admin

Open the settings

Go to Account settings → Document workflow. Turn the settings on or off, then click Save.

The available settings

Setting

What it does

Require team assignment

All documents, imports and automations must have at least one team assigned. Teams can't be removed once set.

Require template for document creation

A template must be selected when creating a document from scratch or uploading a PDF to sign.

Auto-apply AI analysis by default

AI analysis results are applied automatically when importing documents.

Default to internal comments and proposals

New comments and proposals are internal by default. You can override this for each comment or proposal.

Good to know

  • A document without a team is only visible to the person who created it and to Owners.

  • The settings apply to new documents. Existing documents aren't changed.

  • AI analysis always runs when you upload a document, and you can't turn it off. The setting only controls whether the results are applied automatically.

  • Keep automatic AI analysis off until you've checked that the results are reliable for your documents. See Review and confirm AI analysis results.

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