Quick Links That Reflect Your Brand and Client Journey

Modified on: Wed, 17 Sep, 2025 at 11:51 PM


Customize name and upload icons to make navigation intuitive, polished, and aligned with your client journey.

We’ve updated Quick Links so companies can ensure a smooth and branded client experience. These updates allow companies to control both the name and the icon for Quick Links in the main menu.

  • Custom Names on Main Menu for Quick Links: Companies can now request to set a custom name instead of the default “Quick Links,” helping clients navigate the vault more easily and making the interface feel tailored to their experience.
  • Upload Custom Icons: If the default Quick Links icon isn’t suitable or doesn’t display correctly, companies can upload their own image. This ensures a consistent, polished look and improves the overall visual experience for clients.

If the default Quick Links icon isn’t suitable or doesn’t display properly, companies can upload their own image.

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