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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 dialog showing Language & Region sectionUser Settings dialog

User Settings dialog sections

FieldDescription
Language & RegionEnables users to configure localisation settings such as interface language, timezone and date format.
NotificationsAllows users to control whether notifications are received and how they are delivered.
ApplicationProvides application behaviour settings that affect how certain features open or behave.
OliverProvides preference settings for the Oliver AI assistant.
InboxEnables users to customise the display and information shown in the Inbox sidebar.
SecurityAllows users to add two-factor authentication (2FA) to their account.

Language & Region

The Language & Region section controls localisation settings used throughout the Docwize interface.

User Settings DialogLanguage & Region section
FieldDescription
LocaleDefines the regional language and formatting conventions used by the application (for example en-GB).
TimezoneSpecifies the timezone used to display timestamps within workflows, documents and notifications.
Date FormatDetermines how dates appear throughout the user interface. A preview example is shown below the selected format.
UI LanguageAllows 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.

User Settings DialogNotifications section
FieldDescription
Enable NotificationsMaster 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 NotificationsWhen checked, notifications appear in the Notifications panel within Docwize.
Email NotificationsWhen checked, notifications are also sent to the user's registered email address.
FrequencyControls 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.

User Settings DialogApplication section
FieldDescription
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.

User Settings DialogOliver section
FieldDescription
Show reasoning previewDisplays 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.

User Settings DialogInbox section

Font Size

FieldDescription
Font SizeControls 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.

FieldDescription
InitiatorDisplays the user who started the workflow.
DateDisplays the workflow creation or submission date.
TemplateDisplays 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.

FieldDescription
Reference No.Displays the document reference number.
Doc TypeDisplays the document classification or type.
Sent ByDisplays the user who sent the document.
ReceiverDisplays the document recipient.
Action TypeDisplays the type of action required for the document.
Due DateDisplays 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.

User Settings DialogSecurity section
FieldDescription
Enable two-factor authenticationStarts 2FA enrolment via an authenticator app. Once enabled, a 6-digit code is required at sign-in, across every workspace the user belongs to.