Administration and Governance
Tenant-wide configuration and governance
23 articles
Activity Logs and Audit Trail
A tamper-evident record of all document lifecycle events, configuration changes, and user administration actions within a Docupath tenant
Branding and Customization (White Labelling)
Upload and configure tenant branding logo
- Branding and Customization (White Labelling)Upload a custom logo to customize the platform's appearance for your organization or white-label partner.
- Changing the Background Image of Your TenantHow to upload a custom background image to brand your Docupath tenant, including supported formats, recommended dimensions, and white-label considerations
- Changing the Color Scheme of Your TenantHow to select a custom primary color for your Docupath tenant
- Changing the Font of Your TenantHow to select a custom font for your Docupath tenant
- Changing the Logo of Your TenantConfigure and apply tenant logo settings
Help and Support
Access self-service resources, AI-assisted support, and ticketing channels to quickly resolve questions and issues
- Help and SupportAn overview of Docupath's support features (Help Center, Support Questionnaire, Messenger), the first-line/second-line support model, and how support commitments depend on your agreement
- Configuring Partner-Led SupportConfiguring which organizations are supported by a partner, and where their support requests are routed
- Help CenterThe Docupath-managed Intercom help center where users browse and search articles organized into six collections
- MessengerThe Docupath-configured Intercom Messenger with Home and Messages spaces, and the AI chatbot with Help Center sources
- Support QuestionnaireThe support request form for raising issues, including its fields, severity levels, document auto-fill, and routing to Docupath or a partner
Regions and Countries
How to define and manage business-defined geographic groupings that are used to filter documents and insights
- Regions and CountriesHow to define and manage business-defined geographic groupings that are used to filter documents and insights
- Creating a RegionCreate a new region by grouping one or more countries under a unique region name. The region can then be used as a filter across the platform.
- Managing RegionsEditing, filtering, and deleting the regions in your Regions and Countries list
System Settings
Tenant-wide configuration options including branding, data retention policies, duplicate document handling, global rejection notifications and more
- System SettingsTenant-wide configuration options including branding, data retention policies, duplicate document handling, global rejection notifications and more
- Configuring Data Retention PoliciesHow to set the maximum document retention period for your tenant
- Email Notifications for Global RejectionsHow to set the maximum document retention period for your tenant
User Management
How to add, configure, and manage users within a Docupath tenant