User Settings
Users can customise aspects of their Docwize interface via the User Settings dialog. These settings control localisation, notification preferences, certain application behaviours, and how items are displayed in the Inbox.
What you can do in User Settings
- change language and region settings
- manage notification preferences
- control selected application behaviour
- customise how items appear in the Inbox
Settings are saved per user and synchronised via the organisation workspace.
The User Settings dialog is accessed by clicking on the user's initial in the bottom-left corner of the left-hand-side toolbar.
User Settings dialogUser Settings dialog sections
| Field | Description |
|---|---|
| Language & Region | Enables users to configure localisation settings such as interface language, timezone and date format. |
| Notifications | Allows users to control whether notifications are received and how they are delivered. |
| Application | Provides application behaviour settings that affect how certain features open or behave. |
| Oliver | Provides preference settings for the Oliver AI assistant. |
| Inbox | Enables users to customise the display and information shown in the Inbox sidebar. |
| Security | Allows users to add two-factor authentication (2FA) to their account. |
Language & Region
The Language & Region section controls localisation settings used throughout the Docwize interface.
Language & Region section| Field | Description |
|---|---|
| Locale | Defines the regional language and formatting conventions used by the application (for example en-GB). |
| Timezone | Specifies the timezone used to display timestamps within workflows, documents and notifications. |
| Date Format | Determines how dates appear throughout the user interface. A preview example is shown below the selected format. |
| UI Language | Allows the user to select the interface language used in Docwize (for example English (UK) or Japanese). |
Notifications
The Notifications section controls how and when users receive alerts related to workflows, documents, and other system activity. For a walkthrough of where notifications appear once received, see the Notifications panel.
Notifications section| Field | Description |
|---|---|
| Enable Notifications | Master switch that enables or disables Docwize notifications for the user. When unchecked, no notifications are generated, and the In-app Notifications and Email Notifications settings below have no effect. |
| In-app Notifications | When checked, notifications appear in the Notifications panel within Docwize. |
| Email Notifications | When checked, notifications are also sent to the user's registered email address. |
| Frequency | Controls how often email notifications are sent. Options: Immediate, Hourly, Daily, Weekly. |
Click Save Notifications to apply changes.
Application
The Application section contains settings that control specific application behaviour.
Application section| Field | Description |
|---|---|
| Use Inbox V2 (Recommended) | When enabled, links or selections targeting workflows will open in the Inbox view instead of the legacy workflow interface. |
Oliver
The Oliver section contains preference settings for the Oliver AI assistant.
Oliver section| Field | Description |
|---|---|
| Show reasoning preview | Displays Oliver's live reasoning text while it works. Off by default. |
Inbox
The Inbox settings allow users to customise how items appear in the Inbox sidebar.
Inbox sectionFont Size
| Field | Description |
|---|---|
| Font Size | Controls the display size of items shown in the Inbox list. Available options include S, M, L, and XL. |
Workflow Rows
These settings determine which workflow metadata fields appear beneath workflow items in the Inbox.
| Field | Description |
|---|---|
| Initiator | Displays the user who started the workflow. |
| Date | Displays the workflow creation or submission date. |
| Template | Displays the name of the workflow template used to create the workflow. |
Document Rows
These settings determine which document metadata fields appear beneath document items in the Inbox.
| Field | Description |
|---|---|
| Reference No. | Displays the document reference number. |
| Doc Type | Displays the document classification or type. |
| Sent By | Displays the user who sent the document. |
| Receiver | Displays the document recipient. |
| Action Type | Displays the type of action required for the document. |
| Due Date | Displays the deadline associated with the action request. |
Security
The Security section allows users to add two-factor authentication (2FA) to their account using an authenticator app.
Security section| Field | Description |
|---|---|
| Enable two-factor authentication | Starts 2FA enrolment via an authenticator app. Once enabled, a 6-digit code is required at sign-in, across every workspace the user belongs to. |