Customise the Collaborate UI

The

Customize

page in System Admin allows the System Administrator to customise the look and feel of the entire instance of Collaborate, using various settings, accessed by selecting the

Customize

tab:

These settings relate to the colours and logos for various common components of the Collaborate instance. Most changes that are made can be previewed before they are applied. If a default setting is changed it can be reverted to the system default value by using the checkbox to the right of the setting.

To override any default setting on the page, uncheck the checkbox next to the setting, change the value and hit

Save

at the bottom of the page. It is also possible to preview many of the visual changes by using the

Preview

button before saving.

To revert to a default setting, recheck the checkbox next to a setting and hit

Save

.

Below is a list of some of the more significant settings that can be accessed on this page.

It is possible to override virtually any CSS used in the instance of Collaborate using the

Custom css

text area:

Uncheck the box, enter the custom CSS into the text area and hit

Preview

or

Save

at the bottom.

Sometimes PDF files will only partially download. This is likely due to a combination of the type of PDF file and an older browser. To avoid this issue, change the

Partial download

settings to

FALSE

:

Changing this setting to

FALSE

may impact the speed of downloading PDF files, as this will now force the entire file to be downloaded before it can be viewed, whereas otherwise the first pages of the file could be viewed while the rest is still downloading.

The following file setting

Bulk download long path warning (characters)

:

Is used to determine what path length will generate a warning when a bulk download is attempted. The Windows operating system has a limit on the total path length that is permitted, of approximately 250 characters. That includes the drive reference (like 'C:/'), and folders, folder separators ('/') and full file name, including file suffix. Collaborate permits file path lengths that are much longer. Therefore, when a regular bulk download is attempted, it may create a ZIP file that contains file paths that are longer than Windows permits; such ZIP files cannot be extracted to Windows (macOS permits longer file paths).

Collaborate can warn the user if the file is too long. When that warning is provided is based on the number of characters entered in the setting above. The reason to make this number less than the maximum path length in Windows is because when a ZIP file is extracted, in addition to the paths of the files in the ZIP file, it is necessary to include the length of the path to the location where the ZIP file is extracted, like: 'C:/downloads'.

When a new site is created, a module is set as the default landing page, but this can be changed on a site-by-site basis. To determine what module will always be the default for new sites, using this setting (otherwise, the default landing page will be the Files module, showing the root folder):

If the default landing page is a module that has not been enabled for a given site, an error will be shown when the System Administrator attempts to save the new site and a different landing page must be selected.

It is possible to add an image file that will appear in the browser tab that is accessing the Collaborate application:

The favicon must be at least 16x16 pixels in size.

For example, the '

Q

' favicon looks like this in a browser:

You can change the branding of the

index

page once a document has been generated or a document bundle has been created. System Administrators can make their required changes at an instance level. Go to

System Administration > Customization > Document bundling template

.

Here you set the background colours, attach a logo, set templates, add header and footer information and choose link colours to help you customise your index page. This feature is useful for creating transaction document bundles and litigation document bundles. Select

Save

at the bottom of the page to save your settings.

Users can now customise the KPI border colour for a more distinct or stylish appearance that provides the flexibility to override the white default border colour and define their preferred style.

To apply KPI changes, navigate to

system admin

>

customize

>

KPI card default border color

under the general section.