Organization Defaults allow you to configure default values for various form settings and design elements. These settings are applied to any new form that authors create, but can still be edited on those forms if needed.
Only admins can edit Organization Defaults. If you’re not an admin you can still change these settings for individual forms.
To set Organization Defaults:
- Go to Admin.
- Select Organization defaults in the navigation menu. The default settings are organized by section.
- Select the relevant section and make your changes.
- Save your changes.
The settings for each section are detailed below.
General Settings
- Keep saved responses: Choose how long to keep saved responses, after which they are deleted and no longer included in reports.
- Use CAPTCHA to make sure user is human, not a bot: Check this box to include CAPTCHA on your forms.
- Hide from external search engines: Check this box to hide forms from external search engines, such as Google.
- Language: Use the drop-down menu to select the default language for your forms.
Response Settings
Email identity
- Send mail from: Enter the auto-respond from email address.
- Sender name: Enter the name to display on emails sent on your organization's behalf.
Get notified by email about responses
- Email subject: Enter the subject for staff notifications when a form response is submitted.
- Email body: Enter the email content for staff notifications when a form response is submitted.
- Add attachments: Attach the Default response PDF or Response files to staff notifications when a form response is submitted.
After respondent submits response
- Success message: Enter the content for the success message respondents see after submitting a form.
Send respondent confirmation email
- Email subject: Enter the subject for the respondent's confirmation email they receive after submitting.
- Email body: Enter the email content for the respondent's confirmation email they receive after submitting.
- Add attachments: Attach the Default response PDF to the respondent's confirmation email they receive after submitting.
The Response settings provide text editors for you to create and style post-submission emails. You can write these emails using text only, however, your Authors can switch between a visual text editor and HTML editor.
Display Settings
- Choose form theme: Select the default theme for your forms.
- Choose form layout: Select the default layout for your forms
- Show progress bar: Enable a progress bar for your forms, to show respondents how much they have completed.
- Show form header: Enable the form's name to show as a form header.
Buttons, Text and Messages
Changes to these settings will be immediately applied to all forms.
You can change the default button and label text so that it’s consistent on all your forms, and you don’t have to go through and change them on each individual form.
If you’ve given an individual form its own unique button and label text, those will still display instead of the organization defaults. However, changing and saving the Buttons, text & messages defaults again will replace any edits on individual forms with the new defaults. You can edit the button, heading, and label text for:
- Buttons
- Save progress popup
- Email field
- File upload field
- Signature field
- Payment field
- Payment resubmission field
- Repeatable group
- Other text content
Response PDF Settings
Form information: Check each box to select what form information is included in the response PDF, you can:
- Include Content fields (Paragraph, Link, Bulleted and Numbered List)
- Include field descriptions
- Include blank fields the respondent saw and didn't answer
- Include fields hidden by SmartLogic
Response workflow: Check each box to choose what information from the review process is included, you can:
- Include workflow history timeline
- Include office use only fields
- Include comments to respondent
- Include internal comments
Style: Check each box to choose what styling is included in the PDF, you can:
- Include document page numbers
- Include form logo
- Include form title
Header and footer: Enter text to appear in the PDF as the:
Print Settings
- Header text: Enter header text for the printable PDF version of your form.
- Footer text: Enter footer text for the printable PDF version of your form.
Field Settings
Changes to these settings will apply to newly created file upload fields on new and existing forms.
File upload field settings: Choose the default file upload restrictions for your forms. You can enter the:
- Default number of files that can be uploaded (max 100)
- Default max file size (max 1024 MB)
- Default accepted file types