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Branding and Customization (White Labelling)

Upload a custom logo to customize the platform's appearance for your organization or white-label partner.

The Branding settings in Docupath allow you to customize the platform appearance by uploading a custom logo that represents your organization or white-label partner. The logo displays consistently across the platform interface and is essential for creating a branded user experience. SVG format is strongly recommended for crisp, scalable rendering, though PNG is also supported at 300x120 pixels. Browser caching may delay logo display updates after upload.

How It Works

Accessing the Branding Settings

  1. Navigate to Settings in the main menu

  2. Select System Settings

  3. Locate the Branding section

  4. Find the Logo Upload area

Uploading a Custom Logo

Method 1: Drag and Drop

  1. Open the Branding section in System Settings

  2. Locate the logo upload box with the message "Drag and drop your logo here"

  3. Drag your logo file from your file explorer into the upload box

  4. The file is validated immediately upon drop

  5. Successful uploads trigger a confirmation message

Method 2: Browse File

  1. Click the Browse or Select File button in the Branding section

  2. A file picker dialog opens

  3. Navigate to your logo file location

  4. Select the logo file and click Open

  5. The file is validated and uploaded automatically

Logo File Requirements

Preferred Format: SVG

  • Resolution-independent and scalable to any size

  • Renders crisply on all devices (desktop, tablet, mobile)

  • Smaller file sizes than equivalent PNG

  • Preserves quality at high zoom levels

Acceptable Format: PNG

  • Must be exactly 300 x 120 pixels

  • RGB or RGBA color mode

  • Maximum file size: 2 MB

  • May appear blurry on high-DPI displays; SVG is preferred

Unsupported Formats:

  • JPEG, GIF, BMP (will be rejected with error message)

  • EPS, PDF, AI (vector formats; must be converted to SVG)

Testing and Verifying Logo Upload

  1. After successful upload, refresh your browser page

  2. The logo should appear in the top-left corner of the platform interface

  3. Test logo rendering at different zoom levels (75%, 100%, 125%)

  4. Verify logo appears in:

    • Header navigation

    • Login/welcome screen

    • Document viewer

    • Mobile app (if applicable)

Browser Cache and Logo Updates

Why Logo Updates May Not Appear Immediately:

  • Browsers cache CSS, images, and interface assets to improve performance

  • Cached logo files may persist even after uploading a new version

  • Cache duration varies by browser settings (typically 24-48 hours)

Methods to Force Cache Refresh:

  1. Hard Refresh (clears all cached assets):

    • Windows/Linux: Ctrl + Shift + R

    • Mac: Cmd + Shift + R

  2. Clear Browser Cache:

    • Open browser Settings > Privacy/Security

    • Select "Clear Browsing Data"

    • Choose "All Time" for date range

    • Check "Cached Images and Files"

    • Click "Clear Data"

  3. Incognito/Private Mode:

    • Open a new Incognito or Private window

    • Navigate to Docupath; fresh logo should display

  4. Different Browser:

    • Test in a different browser (Chrome, Firefox, Safari, Edge)

    • Isolates cache issues to specific browser

  5. Wait for CDN Propagation:

    • Logo updates may be cached by Docupath's content delivery network

    • Allow 1-2 hours for global propagation

Removing or Changing Your Logo

  1. Return to Settings > System Settings > Branding

  2. Click the Change Logo or Remove button (if logo is currently set)

  3. To upload a new logo, simply upload a new file; it automatically replaces the previous one

  4. The system keeps no logo history; previous logos cannot be recovered

White-Label Partner Considerations

For White-Label Implementations:

  • Each white-label partner tenant has its own isolated branding settings

  • Logo uploads are customer-specific; no sharing between tenants

  • Each logo is securely stored within that tenant's data environment

  • Branding changes affect only that tenant's user interface

Deployment Checklist for Partners:

  • Finalize logo design and export in SVG format

  • Test logo at actual size (100% zoom) on desktop and mobile

  • Verify color contrast for accessibility (WCAG 2.1 AA minimum)

  • Upload and cache-clear before tenant goes live

  • Communicate logo update timeline to end-users if changing existing branding

  • Verify across all user-facing pages (login, dashboard, reports, export headers)

Supported Configurations and Options

Configuration

Description

Supported

Format

Custom Logo Upload

Replace default Docupath branding

Yes

SVG (recommended) or PNG

SVG Format

Vector-based, scalable logo

Yes

.svg file

PNG Format

Raster-based, fixed-size logo

Yes

300x120 px, max 2 MB

Logo Removal

Revert to default Docupath branding

Yes

Manual removal from settings

Logo Placement

Appears in platform header/navigation

Fixed (top-left)

Not customizable

Color Customization

Custom brand colors for UI elements

No (logo image only)

Logo controls appearance

Technical Specifications

Aspect

Details

Supported File Formats

SVG, PNG

PNG Dimensions

300 x 120 pixels (exactly)

SVG Dimensions

Flexible; recommend 300x120 viewBox

Maximum File Size

2 MB

Color Depth

RGB or RGBA (PNG); RGB with alpha channel (SVG)

Upload Mechanism

Drag-drop or file picker dialog

Storage Location

Encrypted in tenant's isolated storage

Display Locations

Header navigation, login page, document viewer, mobile app

Cache Behavior

Cached by browser (24-48 hours typical) and CDN (1-2 hours)

Logo Aspect Ratio

2.5:1 recommended (300:120) for optimal display

Transparency Support

RGBA PNG and SVG with alpha channel supported

Accessibility

Ensure sufficient contrast with background (WCAG AA minimum)

Integration Points

  • User Interface Rendering: Logo embedded in platform template and rendered on all pages

  • Content Delivery Network: Logo served via CDN for performance; updates propagate with typical CDN latency

  • Browser Session Cache: Cached by browser until explicit cache clear or expiration

  • Mobile App: Logo synced to mobile application (if deployed); may have separate update cycle

  • Email/Export Headers: Logo may be included in exported PDFs or email notifications (if configured)

  • API Responses: Logo URL may be included in API responses for third-party integrations

Known Limitations and Edge Cases

  • Fixed Placement: Logo position is fixed in top-left header; custom positioning is not supported

  • Single Logo Only: Only one active logo per tenant; multiple logos or logo variants are not supported

  • No Logo History: Previous logos are not retained; uploading a new logo permanently replaces the old one

  • Cache Delays: Logo updates may not appear immediately due to browser and CDN caching; hard refresh may be required

  • Format Conversion Limitations: EPS, AI, and PDF files must be converted to SVG externally; automatic conversion is not available

  • High-Resolution Display Issues: PNG logos may appear blurry on Retina/4K displays; SVG strongly recommended

  • Brand Compliance: No brand asset library integration; logos must be manually updated if brand guidelines change

  • Mobile Rendering Variance: Logo may display differently on mobile devices due to screen size and resolution variations

  • Responsive Sizing: Logo size is fixed; responsive scaling to different screen sizes may not be supported

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