Configure default parameters for a new document

First, click on the wheel at the top right and then on the configuration menu as in the following image:



The following screen will open:



  • To specify one or more default organizations in document modification or display, we are going to insert in the respective fields the Ids of the chosen organizations, separated by a comma ",".
  • To select a default recipient or sender category, or the default medium for each document, we select the option from the related drop-down menu.