Document

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Document

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

Introduction

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- Introduction to documents
- Document library
- Cloud integrations
list how-to-guide
- Connect email, documents and diary
- Web Tools
- How to create a document
- Edit or delete documents
- Check in/out documents
- Send email attachments from SuperOffice
- Save email attachment to SuperOffice
video_library video
- Guided tour
- Create a document and link it to your project

SharePoint documents

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- Overview
- Requirements
list how-to-guide
- Set up SharePoint
- Set up SuperOffice
- Troubleshooting
- Migration
video_library video
- Getting started with SharePoint for documents storage

Google Workspace

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- Overview
- Requirements
- Security
list how-to-guide
- Quick start
- Set up

Document templates

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- Overview
- Document types
- About template variables
- Quote templates and merge fields
list how-to-guide
- Create document template
- Link template (in Settings and maintenance)
- Document templates in multiple languages
video_library video
- Edit document template
- Add document template
library_books reference
- Template variable reference
- Merge field reference

UI customization

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

Automation

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- Overview
- Triggers
library_books reference
- Webhooks - project events
- Webhooks - project member events
- Zapier

CRMScript

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- Overview
list how-to-guide
- Document properties
- Document files
- Document templates

API

list how-to-guide
- REST
- Services
- SO_Arc document plugin
library_books reference
- REST
- SOAP (services88)

Database tables

library_books reference
- Document
- SuggestedDocument
- DocTmpl
- Quote table
- Associate
- Appointment
- UddocSmall table
- UddocLarge table