Documentation Index

Fetch the complete documentation index at: /llms.txt

Use this file to discover all available pages before exploring further.

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Document

Welcome to the document area where you can find relevant links to all things related to documents.

Introduction

Concept

• Introduction to documents
• Document library
• Cloud integrations

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How-to guide

• Connect your accounts
• WebTools
• How to create a document
• Edit or delete documents
• Check in/out documents
• Send email attachments from SuperOffice
• Save email attachment to SuperOffice

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Video

• Guided tour
• Create a document and link it to your project

Document templates

Concept

• Overview
• Document types
• About template variables
• Quote templates and merge fields

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How-to guide

• Create document template
• Link template (in Settings and maintenance)
• Document templates in multiple languages

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Video

• Edit document template
• Add document template

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Reference

• Template variable reference
• Merge field reference

SharePoint documents

Concept

• Overview
• Requirements

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How-to guide

• Set up SharePoint
• Set up SuperOffice
• Troubleshooting
• Migration

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Video

• Getting started with SharePoint for documents storage

Google Workspace

Concept

• Overview
• Requirements
• Security

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How-to guide

• Quick start
• Set up

UI customization

Concept

• Screen Designer
• Web panels
• SoProtocol
• Custom screens (bLogic)
• Task menu items
• Custom fields

Automation

Concept

• Overview
• Triggers

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Reference

• Webhooks - project events
• Webhooks - project member events
• Zapier

CRMScript

Concept

• Overview

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How-to guide

• Document properties
• Document files
• Document templates

API

How-to guide

• REST
• Services

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Reference

• REST
• SOAP (services88)

Database tables

Reference

• Document
• SuggestedDocument
• DocTmpl
• Quote table
• Associate
• Appointment
• UddocSmall table
• UddocLarge table

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