Settings

The settings define what generated documents look like when no template is used. You set them once, and they are applied to every newly created document, chart and presentation.

The area is split in two, shown by the tabs above the cards:

Tab	Effect
My Settings	personal overrides for colors, typography, document defaults and logo; empty fields fall back to the organization default
Organization	default for all users; editable with administrator rights only

The interface language is not set here but in the account menu at the bottom of the sidebar – see The interface.

Organization

In the Organization tab, administrators edit these cards:

• Organization Info with Company Name and Company URL. The hint reads: “Edit your organization details. Changes affect all users.”
• Organization Colors with the three base colors Primary, Secondary and Accent – each via a color picker or as a hex value. These colors then show up not only in documents but also in the charts produced in the chat.
• Extended Colors, Typography and Document Defaults as defaults for all users.
• Organization Logo with Upload Logo or Replace Logo and Delete Logo – the image file used in generated documents.

Saving is done via Save Organization Settings. Below it, the interface shows when and by whom the state was last changed.

Users without administrator rights only see in the Organization tab what applies: “These settings are managed by your administrator.”

My Settings

In the My Settings tab you override the organization’s defaults for your own documents. It contains these cards:

Card	Content
Color Overrides	the same three colors Primary, Secondary and Accent: “Override the organization colors for your documents. Leave empty to use the organization default.” If you set a color yourself, the Org default is shown below it for comparison; Reset to organization default clears the field again.
Extended Colors	Heading Color, Body Text Color, Link Color, Table Header Background, Table Header Text and Code Background
Typography	your own fonts and font sizes
Document Defaults	your own page layout, header and footer
Logo	“Upload a personal logo to override the organization logo in your documents.” – via Upload Logo; Remove My Logo restores the organization logo
Preview	shows how the resolved colors look together

For the colors and the logo, a badge next to the field name shows where the current value comes from: org from the organization default, user from your own settings. Saving is done via Save Settings.

Typography

The Typography card exists in both tabs: in the Organization tab as a default, in the My Settings tab as a personal override.

“Configure fonts and font sizes for generated documents.”

Field	Placeholder in the field
Heading Font	e.g. Segoe UI
Body Font	e.g. Segoe UI
Code Font	e.g. Consolas
Body Size (pt)	11
H1 Size (pt)	24
H2 Size (pt)	18
H3 Size (pt)	14
H4 Size (pt)	12
Code Size (pt)	10

Document Defaults

The Document Defaults card also exists in both tabs.

“Default page layout and header/footer settings for new documents.”

Field	Meaning
Page Size	paper format, for example A4
Orientation	Portrait or Landscape
Header Text	text in the document header
Footer Text	text in the document footer
Show Page Numbers	switches page numbering on
Page Number Position	Header or Footer
Page Number Format	pattern of the page number, for example {page} / {pages}
Logo in Header	places the logo in the header
Logo Height (cm)	height of the logo, for example 1.2

Note

The colors are worth doing first: as soon as a primary color is set, charts created in the chat come out in the corporate colors – without you having to mention it in the prompt.

Next: Setting up the agent.