CloudFiles allows you to completely white-label the document viewer with your company logo and custom domain. This article talks about how this can be done.
In order to white-label your CloudFiles Document Viewer, you first need to purchase Enterprise license. You can refer to the article to check how to purchase and assign licenses.
Once you have purchased enterprise licenses, follow the steps below to enable white-labelling -
Accessing the accounts settings page
In order to set your custom branding & domain, you need to be logged in with your admin account. You can access the CloudFiles Admin dashboard in various ways depending on whether you are using the CloudFiles' Native, HubSpot or Salesforce app -
- Go to https://app.cloudfiles.io and sign-in with your registered admin email
- Click the gear icon ⚙️ on top right to enter account settings
- Click on the Accounts button in the left sidebar
- Go to your HubSpot account login with your admin email
- Click on any of the contact / company / deal record
- Locate the CloudFiles widget on the right side
- Click on the CloudFiles link at the bottom of the widget
- Click on Go To CloudFiles button in the dialog. This will open up the app dashbaord
- Click the gear icon on top right to enter account settings
- Click on the Accounts button in the left sidebar
- Go to https://app.cloudfiles.io and sign-in with your registered admin email
- Click the gear icon on top right to enter account settings
- Click on the Accounts button in the left sidebar
Adding logo, favicon & website
Once you are in your account page, you can easily set your logo, favicon & website using the steps below -
- Click the edit icon on top to open Account Details Editor
- Upload your logo by clicking on the Upload button on top
- Add your website & account name
- Your favicon will be automatically pulled from our website
Once you have followed these steps, your CloudFiles previews & links should start showing your favicon & logo.
CNAME Mapping for custom domain
In order to add your custom domain, you first need to map CloudFiles with your DNS provider. This process is called CNAME mapping and is usually handled by IT teams in large organizations.
Although the steps may change based on the DNS provider, here are the main steps to be followed -
- Go to your DNS provider where yourdomain.com DNS is purchased from.
- Open the DNS settings
- Create a new record with type CNAME
- For that record, host = the subdomain name you want. This can be anything that you like, for example - docs, files etc.
- For value, add cname.cloudfiles.io
- For TTL select 5 minutes. Your new sub-domain will become accessible after this much time.
Once the CNAME Mapping is done, send us an email on support@cloudfiles.io with the URL that you'd like to use. For example - https://docs.yourdomain.com
We will complete the settings on our side after which white-labelling will be enabled on your account.