Startup - initial use
For users (administrators) who are dealing with DocuBuilder and DocuFlow for the first time, a separate knowledgebase has been created for each integration for a quick start.
Table of Contents
- Startup with AFAS Profit & Insite
- Startup with Dynamics 365 Business Central
- Step 1. Download and install the DocuBuilder App from the Microsoft AppSource.
- Step 2. Connect DocuBuilder to Business Central
- Step 3. Creating users for DocuBuilder
- Step 4. Installing DocuBuilder in MS-Word (manage templates & edit generated documents)
- Step 5. Generate a document from Business Central and choose a corporate identity
- Step 6. Fine tuning the Lay-out
- Install the DocuBuilder App for Business Central - On Premise
- DocuBuilder - standard installation
- Startup with Salesforce
- Salesforce requirements
- Step 1: Install DocuFlow app for Salesforce
- Step 2: Send DocuFlow (DocuBuilder) environment request to Documizers
- Step 3: Configure DocuFlow (DocuBuilder) Instance name in DocuFlow app
- Step 4: Get OAuth Callback Url (and change password firstsetup@documizers.com)
- Step 5: Create DocuFlow Connected App in Salesforce
- Step 6: Authorize DocuFlow (DocuBuilder) in Salesforce via OAuth
- Step 7: OAuth user settings
- Step 8: Create a Salesforce service account for DocuFlow (DocuBuilder) (optional)
- Step 9: Create DocuFlow (DocuBuilder) Users
- Startup with Dynamics 365 Sales (CRM)
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