Default Document Styles

How to save Document View style settings to create company standards

Silvia Lee Headshot

Silvia Lee

Aug 8, 2025

If you'd like to save style settings to make setting up your Document View faster, use our Default Document Styles feature!

1. To create a Default Document Style, go to your Project Dashboard and click the gear button to open your Company Settings. From there, select Default Document Styles.


  1. Here you can create and save a Document View Style that will be available for use by anyone in your company.
    Click through the dropdowns to set the formatting you'd like for the different Document View blocks.


  1. Once you have saved those settings. You can add them to do your Document View. In your project, go to the settings menu for the Document View. Scroll to the bottom where you can set the Default Document Style. Save your View Settings.

  1. Now any block you place on your Document View will have the settings of the Default Document Style. Adding a default style will not change any existing block on your Document View, only blocks placed afterwards.

Up Next