The Settings module — labeled AI Setup in the sidebar — lets you customize Sharpei to match your organization's application types, fields, documents, knowledge base, and branding.

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