White-Label Customizations

Modified on: Wed, 22 Mar, 2023 at 7:33 PM


Some aspects and sections of the platform have undergone a redesign aimed at enhancing the user experience, while additional customization options have been added.

Ability to Hide the Users Tab in the Contacts Section

You now have the option to configure the visibility of the Users tab within the Contacts section on your platform. You can either display the User information to all vault holders or set it to be turned off by default.


Add Labels to Documents Using the SFTP Bulk Upload

Users can now provide Label Names when using the professional service of SFTP Bulk Upload. This will provide them with the ability to organize and categorize document uploads more effectively.

New Entity Look and Feel

The Entities feature has undergone a redesign to offer a more contemporary and user-friendly interface for a better viewing experience.



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