Personal data

When manually creating new users, 3 components are important:

Personal data (link with Windows username / data for reuse in templates and text blocks of DocuBuilder / rights as administrator / template manager / etc.)
Roles and rights (rights for templates and text blocks) (see Roles and rightsarchived)
External Systems (link to systems such as AFAS / Dynamics CRM 365 / Business Central / Salesforce / etc) (see External environmentarchived)

Personal data is used for:

integration with Template Manager
starting DocuBuilder from MS Word (DocuBuilder client)
used language of the user
configuration of the user’s data (including image of the signature), so they can be used in the templates and text blocks
the type of DocuBuilder user (administrator) / Template manager
rights to sign on behalf of someone else

For each new user, the following information is entered.

Field name	Description	Example

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) 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 organizations see: Organizationsarchived	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)
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.

¹⁾ These fields can be inserted into the document as 'user fields'.
For more clarification on this, see Gegevens eigen organisatie (User & Organisation)