Professional Customization

Configure your FileSeal account to reflect your professional identity and provide clients with a consistent, branded experience throughout their secure document interactions.

Quick Setup (3 Minutes)

Get professional-looking client communications in under 3 minutes:

Step 1: Access Settings (30 seconds)

1. Log into your FileSeal dashboard
2. Click your name/profile in the top right
3. Select "Settings" or "Professional Profile"

Step 2: Essential Details (2 minutes)

Fill in these key fields:

• Your Name: Full professional name as you want clients to see it
• Professional Title: Choose from the dropdown or enter custom title
• Company Name: Your business/practice name
• Email: Your professional email address (clients see this for support)

Step 3: Save & Test (30 seconds)

1. Click "Save" or "Update Profile"
2. Create a test document request to see your branding in action
3. Done! Your professional identity now appears in all client communications

Result: Clients will see professional, branded emails instead of generic system messages.

Professional Profile Setup

Professional Title Configuration

Built-in Professional Titles

FileSeal recognizes these common professional roles:

• Solicitor - Legal practitioners and law firms
• Barrister - Barristers and chambers
• Accountant - Chartered and certified accountants
• Financial Advisor - Investment and financial services
• Mortgage Broker - Mortgage and loan specialists
• Property Agent - Estate and lettings agents
• Insurance Broker - Insurance and risk management
• Recruitment Consultant - HR and recruitment services

Custom Title Option

• Custom Professional Title: Enter your specific role
• Examples: "Senior Partner", "Managing Director", "Chartered Surveyor"
• Flexibility: Adapt to any professional context
• Client Recognition: Clear professional identification

Company Information

Business Details Configuration

• Company Name: Full legal business name
• Practice Area: Specialisation description
• Professional Credentials: Qualifications and memberships
• Regulatory Information: Professional body registrations

Contact Information

• Professional Email: Primary business contact
• Office Address: Professional practice location
• Phone Number: Direct professional contact
• Website: Professional online presence

Client-Facing Branding

Email Communication Branding

Before vs After Professional Setup

❌ BEFORE (Generic Setup):

From: FileSeal Notifications
Subject: Document Upload Required

Hello,

Someone has requested document upload via FileSeal. Please use the secure link below.

For support, contact: support@fileseal.uk

✅ AFTER (Professional Setup):

From: FileSeal on behalf of Sarah Johnson, Solicitor
Subject: Secure Document Upload - Johnson Legal Services

Hello [Client Name],

Sarah Johnson, Solicitor at Johnson Legal Services requires secure document upload for your conveyancing matter.

[Standard FileSeal security explanation]

If you have questions about this request, please contact:
Sarah Johnson | sarah@johnsonlegal.co.uk | 01234 567890

The difference: Clients immediately know who's requesting documents and how to contact them. Builds trust and professionalism.

Customization Elements

• Sender Identification: Clear professional attribution
• Company Branding: Business name prominence
• Contact Integration: Professional details included
• Regulatory Compliance: Professional standards maintained

Dashboard Personalization

Professional Display

• Header Branding: Your professional details displayed
• Client Context: Professional relationship clarity
• Request Attribution: Clear ownership identification
• Professional Standards: Regulatory compliance indication

Workflow Integration

• Request Templates: Pre-configured professional messaging
• Client Communication: Branded interaction protocols
• Document Management: Professional organisation standards
• Compliance Display: Regulatory requirement indicators

Client Experience Customization

Upload Page Branding

Professional Context Display

When clients access secure upload links:

• Professional Identification: Clear sender attribution
• Company Information: Business context provided
• Trust Indicators: Professional credentials displayed
• Contact Information: Support availability shown

Security Explanation Customization

• Professional Context: Why security matters in your industry
• Regulatory Compliance: Professional obligations explained
• Trust Building: Professional standard assurance
• Process Clarity: Step-by-step guidance provided

Download Experience Branding

Professional Delivery Context

• Sender Recognition: Clear professional attribution
• Document Context: Professional purpose explanation
• Security Assurance: Professional-grade protection highlighted
• Follow-up Guidance: Next steps clearly indicated

Message Template Customization

Request Message Templates

Standard Professional Template

Hello [Client Name],

I need you to securely upload some documents for [purpose/matter]. Please use the secure link below to upload your files safely.

Documents required: [Document list]

This secure link will expire in [timeframe] for security.

If you have any questions, please contact me directly.

Best regards, [Your Name] [Your Professional Title] [Your Company Name] [Your Contact Information]

Customization Options

• Professional Tone: Industry-appropriate language
• Specific Instructions: Document requirements clarity
• Contact Integration: Professional support availability
• Compliance References: Regulatory requirement mentions

Send Document Templates

Professional Delivery Template

Hello [Client Name],

Your documents are ready for secure download from [Your Company Name].

Documents included: [Document descriptions]

Please download these documents within [timeframe] as the secure link will expire for security.

These documents contain confidential information relevant to [matter/purpose].

Best regards, [Your Professional Details]

Industry-Specific Customization

Legal Profession Customization

Solicitor-Specific Features

• Matter Reference Integration: Case/file number inclusion
• Client Privilege Indicators: Confidentiality emphasis
• Regulatory Compliance: SRA requirement references
• Professional Indemnity: Insurance coverage indicators

Conveyancing Specialisation

• Transaction Context: Property purchase/sale references
• Completion Deadlines: Time-sensitive process indicators
• Regulatory Requirements: CLC compliance references
• Chain Management: Transaction coordination support

Financial Services Customization

Financial Advisor Features

• Investment Context: Portfolio/planning references
• Regulatory Compliance: FCA requirement indicators
• Confidentiality Emphasis: Financial privacy protection
• Professional Standards: Professional body credentials

Mortgage Broker Specialisation

• Application Context: Mortgage/loan references
• Deadline Management: Application timeline indicators
• Lender Requirements: Document specification clarity
• Regulatory Compliance: Professional standard references

Healthcare Customization

Medical Professional Features

• Patient Confidentiality: Enhanced privacy emphasis
• Clinical Context: Medical purpose clarification
• Regulatory Compliance: Professional body requirements
• Information Governance: NHS compliance indicators

Settings Configuration Guide

Accessing Professional Settings

Settings Navigation

1. Log into your FileSeal dashboard
2. Navigate to Settings (usually in top navigation or user menu)
3. Look for "Professional Profile" or "Account Settings" section
4. Update your professional information

Key Configuration Areas

• Personal Information: Name and contact details
• Professional Details: Title, company, credentials
• Communication Preferences: Email and notification settings
• Branding Options: Client-facing customization choices

Best Practice Configuration

Professional Optimisation

1. Complete Profile: Fill all professional details
2. Accurate Information: Ensure all details are current
3. Professional Email: Use business email address
4. Clear Identification: Professional title and company name
5. Contact Availability: Provide appropriate contact methods

Client Experience Focus

• Clear Communication: Professional, accessible language
• Trust Building: Professional credentials and context
• Support Availability: Contact information and assistance
• Process Clarity: Step-by-step guidance provision

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Next Steps: Configure your Notification Settings and explore Subscription Management.