Step 2c - Create users for DocuBuilder

Owned by Jack Kuijper
Last updated: 06 Sept 2022
1 min read

After DocuBuilder has been successfully linked to Dynamics 365 Sales, the users who will create the Microsoft Word documents from Dynamics 365 Sales need to be created.

Modify password temporary user firstsetup@documizers.com

On this first launch of the setup, a temporary user firstsetup@documizers.com is used. To change this, see: DocuBuilder - Aanpassen wachtwoord tijdelijke gebruiker firstsetup@documizers.com (tot versie 6.1.59)archived

  1. The confirmation email with actions to perform before first use of the software contains the appendix description of the cloud environment. This manual is different for each customer and can be found in the customer portal. The first chapter of this manual describes the URL of the DocuBuilder environment used.

  2. Start DocuBuilder from this URL: https://xxxxxxx.platform.documizers.com/DocuBuilder where xxxxx is the environment(=instance) name.

  3. Further detailed description for the user management can be found via Gebruikers DocuBuilder

Please note: an important aspect of creating new users is the link from Business Central to DocuBuilder. See Stap 5: Externe omgevingen

Â