November 8, 2011 | Daisy

Weekly Tip to Customize Your Review Site: What's in a Name?

Just like a name is usually the first thing we learn about a person or a product, a matter and description name is the first attribute one will learn from your review site.

This is where you can set the stage for your audience and brand yourself. Whether you simply setup a “demo site” to only be used as a personal resource, or setup a unique matter such as “ABC Electronic Case Management Platform” for whenever an opportunity arises for marketing - make sure you set your stage.

How you communicate and introduce your site is important. 

Demo Site - It's your product
By default, a partner’s demo site will be given the generic “Demonstration Repository” title by your Sfile Engagement Manager.
 
However, to fully take advantage of your own private label demo site, you can call it….pretty much anything. So think of it this way, we provide you with the technology and you can call it and use it as you like; combined with your existing services or as a completely separate technology offering. We have seen many creative names for repositories, such as the typical eDiscovery terms, to names that pertain to regional locations, a kind of derivation from the company name, etc.

Example of a matter site set up for internal repository and management operations for a magazine


Review Site by Matter - Design your own kind of online environment

This is where you can get your creative juices flowing, as almost every matter and review teams you are involved with are essentially different – especially in litigation. It is recommended that you use key words that are related to your type of review, such as:

  • Analytic Review
  • Case Management
  • Early Case Assessment
  • Unified Electronic Discovery Platform

This will very much work in your favor, as this also shows the versatility of the type of reviews that Sfile can support throughout the full litigation process.


How to Change the Name and Description


1.    Access Settings from the Administration section


2.    From the Settings Control Panel, in the top left, you will see options to change the Name and Description of the site.

 



3.    Make sure to Save Settings at the bottom right of the Control Panel before returning to the Home Page.

It’s easy to almost overlook this small feature to customize, but its part of branding your technology. So, get creative with the name of your matter site and make sure it represents the capabilities and quality of your company, services and yourself.

November 3, 2011 | Daisy

Weekly Tip to Customize Your Review Site: A Good Company Logo

Let’s start with the basics: a company logo.

A good clear company logo is a great way to remind your clients of your services whenever they access the demo site. It represents a powerful extension of your technology offerings and security that their data is represented by you, their trusted services provider.

However, like with all things graphic, we do have the following limitations for your logo image:

  • JPEG is preferred
  • Logo with a white background
  • Size limitation of 173 pixels wide by 34 pixels tall


The following are example logos of what would best fit in a private label Sfile demo site.


Get creative. Logos can be used to represent your company, your clients’ company, or even the matter at issue. Let us know if you need any help with graphics or modifying your logo.

November 3, 2011 | Daisy

Weekly Tips | How to Customize Your Review Site

Sfile is excited to start sharing weekly quick tips to help partners gain more knowledge and a greater comfort level with their powerful technology at hand. 

For the next couple of weeks, we will be focusing on providing tips to customize your review site.

It's cool to have the Sfile review site customized to fit your own website branding. Even more cool to realize is customization that can actually enhance functionality and communication of a project within one central location related to the matter.

Similar to customizing a blog, partners and users alike can customize demo and matter sites to represent website branding and suit business and document review needs. Sfile has designed its platform with this functionality in mind.

Our experience with partners show that those that take extra steps to fully customize their demo sites are:

  • more comfortable with the product 
  • more creative and resourceful case managers
  • gaining more value from the platform and a greater competitive edge
  • more likely to successfully market a collaborative review platform to clients

If you have any suggestions, we encourage you to share with all of us.