Configure Dochly Settings in Salesforce

Sets the default document format for all templates. Can be overridden per template.

Controls the timezone used for {{TODAY}} and {{NOW}} merge fields. Should match your Salesforce org's timezone setting in Company Information.

The default format applied to date fields when no format is specified in the merge field syntax. Applied org-wide — individual templates can override this.

Controls how currency fields are displayed — symbol, decimal places, and thousand separators. Matches your Salesforce org's currency settings by default.

Where generated documents are stored after generation. "Attach to originating record" stores documents as Salesforce Files on the record that triggered generation.

Controls the filename of generated documents. A clear naming convention makes documents easy to identify in the Files list.

What happens when the same template is generated multiple times from the same record. "Create new file" keeps all versions — "Replace existing" keeps only the latest.

Optional — set how long generated documents are retained as Salesforce Files. Leave blank to inherit your Salesforce org's standard file retention policy.

The sender name that appears in the email "From" field when Dochly sends documents or signature requests.

The email address used as the sender. Use a monitored company email address — replies from customers signing documents will go here.

The body of the email sent when delivering a document or signature request. Customise the subject line, greeting, and body text to match your brand voice.

Optionally BCC a team inbox on every document or signature email sent. Useful for compliance-sensitive workflows where you need a record of every delivery.

The identity verification method used by default when sending for signature. Can be overridden per signature request.

How long a signature request remains open before expiring. After expiry, the signer cannot sign and a new request must be sent.

Send automatic reminder emails to unsigned signers after a set number of days. Reduces the need for manual follow-up on outstanding signatures.

Whether to automatically store the fully signed document on the originating Salesforce record when all parties have signed.

Optionally update a field on the originating record when signing is complete — for example, changing Opportunity Stage to "Contract Signed" or checking a "Signed" checkbox.

The legal consent language shown to signers before they can sign. Required for ESIGN/UETA compliance. Use the default provided or have your legal team review and customize.

Opportunity, Account, Contact, Contract, Case — enabled by default. No configuration needed unless you want to restrict which objects are available for template building.

Any custom objects in your org that you want to build templates from. Add each custom object by its API name (ending in __c). Once added, it appears as a primary object option in the template editor.

Controls which related lists (e.g. Opportunity Products, Case Comments) are available for dynamic table merge fields. Standard related lists are auto-discovered. Custom related lists may need to be added manually.

Upload your company logo (PNG with transparent background recommended, minimum 300px wide). Once uploaded, it can be referenced in templates using a logo merge field rather than uploading separately to each template.

Store your primary brand color hex code. Used as a reference when building templates — doesn't automatically apply to templates, but makes the value accessible to template builders without needing to look it up.

Set the default heading and body font used when creating new templates. Can be overridden in individual templates.