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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Project

Welcome to the Project area where you can find relevant links to all things related to projects and project guides.

Introduction

Concept

• Introduction to projects
• Organize files and activities in projects

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How-to guide

• How to create a project

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Video

• Guided tour

Project management

How-to guide

• Update a project
• Delete a project
• Merge projects
• Add project status (list)
• Add project type (list)

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Video

• How to link document to project
• How to add follow-up to project

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Reference

• Template variables

Project members

Concept

• Overview
• Add member
• Update member
• Invite to meeting
• Send email to members

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Video

• How to add project member to project

Project guide

Concept

• Overview

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How-to guide

• Work with project guide
• Create guide
• Update or deactivate guide

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

• Create
• Get selected
• Update
• Project members
• Project guides

API

Reference

• REST
• SOAP (services88)

Database tables

Reference

• Project
• ProjectMember
• ProjStatus
• ProjType
• Associate
• UserGroup
• Appointment
• UdprojectSmall
• UdprojectLarge

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