Workspace name, timezone and date format

Everything about how your workspace identifies itself and how it prints dates sits on one card at Settings > Organization. Change a value, watch the preview at the bottom, and click Save changes.

Who can do this

Workspace admins. The tab is hidden from Managers and Members, and the settings apply to everyone in the workspace at once.

Set the workspace name and contact details

1. Open Settings > Organization.

2. Edit Workspace name. A note under the field says where it turns up: this is the sender name on the emails your recipients receive, so make it the name a customer would recognize.

3. Fill in Contact email and Phone under Contact if you want them on record. Both are optional, and the phone field takes digits, spaces, brackets, dashes and a leading plus.

   

4. Click Save changes at the bottom of the card, once the date and time settings below read the way you want them too. The button reports Saved in green for a couple of seconds, then goes quiet until you edit something else. An invalid field keeps it disabled and prints the reason in red underneath.

Choose the timezone and date format

Date & time holds the workspace locale: one timezone, one date format, one clock style, applied to everyone.

• Timezone is a searchable list of every zone. It seeds itself from your browser the first time, which is usually right. A distributed team should set it to wherever the business books its days.
• Time format is 12-hour (2:30 PM) or 24-hour (14:30).
• Date format offers six presets. Each one is labeled with the same sample date, so you read the shape instead of decoding a pattern.

Below them, a small preview shows a real date and a real date-and-time in the combination you have picked. Use it before saving, particularly when switching between 05/04 and 04/05, which look identical for the first twelve days of any month.

What happens next

Dates redraw across the app on the next load: document lists, activity timestamps, audit trails, reminder schedules and the emails your recipients receive. A Date Signed field placed on a document can still carry its own format when you want one document to read differently, and that choice wins over the workspace default for that field alone.

The billing address, legal name and tax details aren't here. They sit with your invoices on the billing page.

Below the workspace card is Danger zone, and it holds exactly one control: deleting the workspace for good. That's a separate job with its own confirmation, and the card only appears for an admin.

If something goes wrong

• A dropdown looks blank after a page refresh. Pick the value again and save. The stored value was one the current list doesn't offer.
• "Could not save - please reselect the date and time format, then try again." Reopen both format pickers, choose a preset in each, and save.
• Recipients still see the old sender name. Emails already sent keep the name that was current when they went out. New sends pick up the change.
• Timestamps look an hour out twice a year. Zones that observe daylight saving shift with it, which is expected. Pick a fixed offset zone if you'd rather they never move.