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; empty fields fall back to the organization default |
| Organization | default for all users; editable with administrator rights only |
Organization
Section titled “Organization”
Organization Information holds the company name and the company URL. The dialog notes that changes here affect all users.
Under Organization Colors you set 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.
My Settings
Section titled “My Settings”
Color Overrides takes the same three colors for your own documents: leave a field empty to use the organization default. An Org badge next to the field name indicates that the current value comes from the organization default.
Extended Colors fine-tunes text and element colors – heading, body text, link and table header colors.
Typography
Section titled “Typography”
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 standards
Section titled “Document standards”
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 | for example footer |
| Page number format | pattern of the page number, for example {page} / {pages} |
| Logo in header | places the organization logo in the header |
| Logo height (cm) | height of the logo, for example 1.2 |
Under Organization Logo you upload the image file used in generated documents.
Saving is done via the save button for the organization settings. Below it, the interface shows when and by whom the state was last changed.
Next: Setting up the agent.