The Settings module allows you to customize Sharpei AI to match your organization's specific requirements for application types, fields, documents, and more.

Application Type Configuration

Application type settings and platform configuration

Configure each application type independently:

• Enable/disable application types
• Custom naming — Rename types to match your terminology
• Field configuration — Choose which fields appear on each type
• Required vs. optional — Set field requirements per type
• Document requirements — Specify which documents are needed

Field Configuration

Field configuration panel

Customize the application form fields:

• Toggle fields — Show or hide fields per application type
• Required flag — Mark fields as mandatory or optional
• Field ordering — Arrange fields in the desired sequence
• Section grouping — Organize fields into logical sections (Identity, Contact, Financial, Equipment, Guarantor)

Document Requirements