How to Set Up Your Account's Global Formatting Settings

Did you know that you can easily configure Global Formatting in your Portant account to ensure consistent date, number, and time zone settings across all your documents? This feature is especially useful for users creating documents for different countries, where formatting standards may vary.

By setting up Global Formatting, your preferences will automatically apply unless manually overridden at the source field level. Additionally, you can customize your Time Zone, ensuring accuracy whenever using timestamp tags.

Take a moment to set up these preferences and streamline your workflow! 🚀

In this article you will learn how to:

1. Set Up Your Account's Global Formatting Settings

Set Up Your Account's Global Formatting Settings Once logged into your Portant account at, click the Settings icon located in the bottom left corner of your screen.

Next, open the Formatting tab.

Then, use the dropdown menus for Date, Numbers, and Time Zone to select your preferred formatting.

Once you're done, click Save—and you're all set! 🚀

Feedback and feature suggestions

Thanks,

Blake and James