Administration and Governance
Tenant-wide configuration and governance
27 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
- Troubleshooting and FAQsAnswers to frequent problems across the Docupath platform, organized by feature area, to help you find the cause of an issue and the steps that correct it
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
- User ManagementHow to add, configure, and manage users within a Docupath tenant
- Types of Users and Their RolesA reference guide to Docupath's user roles - Admin, Manager, Reviewer, Validator, Reviewer & Validator and Custom users
- Filtering Users by Organization and Role
- Legacy Custom Roles
- Creating and Managing Custom Roles