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Info

When manually creating new users, 3 components are important:

  1. Personal data (link with Windows username / data for reuse in templates and text blocks of DocuBuilder / rights as administrator / template manager / etc.)

  2. Roles and rights (rights for templates and text blocks) (see Rollen en rechten Roles and rights)

  3. External Systems (link to systems such as AFAS / Dynamics CRM 365 / Business Central / Salesforce / etc) (see Externe omgevingen External environment)

Personal data is used for:

...

Field name

Description

Example

Login name

Use the Windows username to which user is linked so that the Template Manager and the DocuBuilder Client can be started automatically from MS-Word. This login name is also used if one starts DocuBuilder from the Browser. (see below under password)

Info

For easy retrieval of the Windows username, see Achterhalen Windows gebruikersnaam

jackkuijper

Password

Password for this user.
The password is almost never needed, because DocuBuilder is started from MS - Word / AFAS Insite / Dynamics 365 CRM / Business Central / Salesforce / SharePoint, where this user is linked via the username of one of these systems.
However, DocuBuilder can also be started from the browser.
Example: https://documizersmanuals.platform.documizers.com/DocuBuilder after which the login screen appears:

First name

First name 1)

Jack

Middle name

Middle name 1)

Last name

Last name 1)

Kuijper

Signatory

Special field to use when signing a document / email. You may enter free text here. 1)

Jack Kuijper or J.B.J. Kuijper of Ing. J.B.J. Kuijper

Signature

Image of signature to be used in signing -of a document / email 1) The image can be retrieved via:

Organisation

Organization to which the user belongs. For these organisations organizations see: Organisaties Organizations

Documizers

Position

Position of the user 1)

Consultant

Department

Department of the user 1)

Support

Email

Email address of the user 1)

jack@documizers.com

Phone

Phone number of the user 1)

0653-549701

Fax

Fax number of the user 1)

Language

The DocuBuilder language settings for the user

Use Microsoft Dynamics 365 Language

Use the language from Dynamics 365 CRM as language setting in DocuBuilder

Show Dutch / English / German / French templates and text blocks

This is the filter for displaying templates and text blocks.
Each template or text block has its own language setting, this indicates which templates and text blocks the user will see.

Default printer

The default printer (linked to the Printer Management part)

Administrator

Administrator of the settings of DocuBuilder (DocuBuilder Settings)

Image RemovedImage Added

Template manager

Administrator of templates and text blocks.

Sign on behalf of other employees

Signing on behalf of another user when creating documents. In the DocuBuilder start screen, the sign below (magnifying glass) appears, after which another user can be selected to sign the document.

Sign on behalf - existing documents

Signing on behalf of another user, in existing documents. This signature is then placed in the document via the DocuBuilder client.

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