Connect your accounts

Available for new SuperOffice Online customers from 11.11. Rolling out gradually to all SuperOffice Online customers from 11.13. Not available for onsite installations. As a new user, or when setting up a new computer, you should connect your email account and document handler to SuperOffice. This lets you:

• Send emails and automatically archive outgoing messages in SuperOffice, making all customer communication available to your colleagues.
• Send meeting invitations to external recipients and receive invitations from others.
• Create, open, and edit documents directly from SuperOffice.

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Open the wizard

1. Click Personal settings in the upper-right corner.
2. Select User setup.

The wizard guides you through three steps.

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Step 1: Overview

The first screen summarizes what the wizard will help you set up. Click Next to proceed.

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Step 2: Connect your email account

Click Connect and follow the prompts to validate your login credentials. Connecting your email account enables you to send emails from SuperOffice and archive outgoing messages automatically. You can also send and accept meeting invitations.

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Step 3: Connect your document handler

Your document handler controls how you create, open, and edit documents in SuperOffice. Click Download WebTools, run the installer, and follow the on-screen instructions. WebTools connects your SuperOffice tenant to your local Office applications.

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Other document handler options

WebTools with the SuperOffice document library is the default. Your administrator may have configured a different option:

• Microsoft 365 / SharePoint: Stores documents in SharePoint Online. You can open them in SuperOffice CRM or in SharePoint and share them with people who do not use SuperOffice CRM via a SharePoint link.
• Google Workspace: Stores documents in Google Workspace. You can open, edit, and store documents from any computer.

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Synchronize your calendar

Synchronizing your calendar is not part of the wizard. If you want to keep appointments and follow-ups in sync between SuperOffice and your Outlook or Google calendar, set up Synchronizer for SuperOffice (available from the App Store).