Missing Toolkit: Templates
Team Settings
Team settings let you configure your workspace preferences. Access them by clicking Team in the sidebar (visible to team owners only).
Team name
Update your team's display name. This is used throughout the application and can be changed at any time.
Date format
Choose how dates appear in your generated documents. Available formats include:
| Format | Example |
|---|---|
| MM/DD/YYYY | 03/22/2026 |
| DD/MM/YYYY | 22/03/2026 |
| YYYY-MM-DD | 2026-03-22 |
| Month DD, YYYY | March 22, 2026 |
| DD Month YYYY | 22 March 2026 |
| Mon DD, YYYY | Mar 22, 2026 |
| DD Mon YYYY | 22 Mar 2026 |
This setting applies to all date fields across every document generated by your team, including dates shown on entity detail pages.
Integrations
The Integrations tab shows all available data source connections. From here you can:
- Connect a new data source (e.g., QuickBooks Online)
- Browse Data on a connected source to view its entities
- Disconnect a data source (your templates and mappings are preserved)
Even data sources you haven't connected yet are listed, so you can see what's available.