Configuration Guide

8-Step Setup Wizard

Complete portal configuration in minutes with our intuitive wizard

Setup Process Overview

1

Welcome & Demo Accounts

Review system overview and understand the setup process

✓Review system capabilities
✓Understand setup flow
✓Access demo accounts (optional)
✓System health checks

2

Institution Profile

Configure basic information and branding

✓Institution name and type
✓Contact information (email, phone, address)
✓Upload institution logo (PNG/JPG, max 2MB)
✓Upload header banner (PNG/JPG, max 5MB)
✓Upload digital seal (PNG with transparency)
✓Configure brand colors (primary, secondary, accent)

3

Services Setup

Configure verification services your institution offers

✓Browse recommended service templates
✓Add services from templates
✓Create custom services with dynamic forms
✓Configure processing time and fees
✓Define required documents
✓Set up service workflows

4

Document Templates

Upload and configure document templates

✓Upload templates (.docx, .pdf, .html)
✓Configure signature modes (digital/electronic)
✓Set seal requirements
✓Define merge fields
✓Preview templates
✓Organize by category

5

Signature Settings

Configure digital signature methods

✓Select signature method (digital/electronic/hybrid)
✓Upload official seal (300 DPI, PNG)
✓Configure signature position and size
✓Enable timestamp inclusion
✓Set up two-factor authentication
✓Manage digital certificates

6

User Roles & Permissions

Set up access control

✓Review default role templates
✓Customize role permissions
✓Create custom roles
✓Configure permission categories
✓Set up role hierarchy

7

Registry Schema Builder

Design data structures for your registries

✓Select registry templates
✓Define custom fields
✓Set field types and validation
✓Configure search capabilities
✓Set privacy settings

8

Review & Launch

Review configuration and launch portal

✓Review all configurations
✓Check completion percentage
✓Understand next steps
✓Launch dashboard