Updating your default Document Theme

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Update Default theme on Web

  1. Head to 'Settings' > 'Document Themes'
  2. Select the document theme you would like to be the default from the 'Default Document Theme' options

 

Update Default theme on Mobile

  1. Head to the 'More' page from the Navbar.
  2. From here select 'Settings'.
  3. Now tap on 'Document Themes'
  4. In this page tap on the theme you want to make your default. Note: you need to select a theme that is not already the default — the 'Set As Default' button only appears on non-default themes.
  5. Now scroll down and tap 'Set As Default' and tap 'Save'.

Please note: If you update the default Document Theme on one platform (e.g. web), it may take a short time for the change to appear on mobile. To ensure the mobile app has the latest settings, try closing and reopening the app or allowing it to sync.

 

Additional Information

See this article on how to update specific customers to have a default Document Theme : Updating a Specific Customer to a Default Document Theme

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