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Appearance & Display Settings

Customize CredFolio's theme, timezone, and date format to match your preferences.

Appearance & Display Settings

CredFolio lets you personalize how the application looks and displays information. This article covers the appearance settings available in your account.

In this article:

Accessing Appearance Settings

To access your appearance settings:

  1. Click your profile picture in the top-right corner

  2. Select Settings

  3. Click the Appearance tab

Theme

Choose how CredFolio looks on your screen. You can select from three options:

Theme

Description

Light

Bright interface with white backgrounds

Dark

Dark interface that's easier on the eyes in low light

System

Automatically matches your device's theme setting

Tip: System mode is great if your device automatically switches between light and dark throughout the day.

Your theme preference is saved and synced across all your devices when you're logged in.

Timezone

Your timezone affects how dates and deadlines are displayed throughout CredFolio. This is important for:

  • License expiration dates - Ensuring accurate deadline tracking

  • CME cycle dates - Correct renewal period calculations

  • Expiration alerts - Timely notifications before deadlines

Select your timezone from the dropdown. Timezones are organized by region (Americas, Europe, Asia, etc.) for easy navigation.

Note: By default, CredFolio uses your browser's detected timezone. You can override this if needed.

Date Format

Choose how dates are displayed throughout the application:

Format

Example

MM/DD/YYYY

01/27/2026 (US format)

DD/MM/YYYY

27/01/2026 (International format)

This affects how dates appear in document details, license information, and CME tracking.

Onboarding Checklist

When you first sign up, CredFolio shows a profile completion checklist on your dashboard. If you dismissed it but want to see it again:

  1. Go to Settings β†’ Appearance

  2. Scroll down to the Onboarding section

  3. Click "Show Profile Checklist Again"

The checklist will reappear on your dashboard to help guide you through profile setup.

Frequently Asked Questions

Does my theme sync across devices?

Yes. Your theme preference is saved to your account and will apply when you log in on any device.

Why is my dark mode not working?

If you have "System" selected, make sure your device's system settings are set to dark mode. On some browsers, this setting may not be detected correctly. Try selecting "Dark" directly.

Can I change the language?

CredFolio is currently available in English only. Additional language support is planned for future releases.

Do appearance settings affect my documents?

No. Appearance settings only affect how the app looks on your screen. Your documents and exported reports are not affected.

Need More Help?

Click the chat icon in the bottom-right corner to contact our support team.

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