Document

Welcome to the document area where you can find relevant links to all things related to documents.

map
Web Tools

overview
map
Cloud integrations

overview
explore
SharePoint documents

concept
explore
Google Workspace

concept
explore
Microsoft 365 (legacy)

concept
library_books
Template variable reference

reference
library_books
Document table

reference

Learn the essentials

  • schoolCreate a document
  • listCreate a follow-up

Videos

  • video_libraryGetting started with SharePoint for documents storage
  • video_libraryCreate a document and link it to your project
  • video_libraryDocument management
  • video_libraryEdit document template
  • video_libraryAdd document template

Configuration options

  • library_booksUser preferences
  • listList Document template

UI options

  • mapWeb panels
  • listSoProtocol - open dialog

Data options

  • mapCustom fields
  • library_booksUddocSmall table
  • library_booksUddocLarge table

Actions options

  • mapOverview
  • exploreTriggers
  • library_booksZapier

API options

  • exploreCRMScript
  • listREST
  • listAgents WebApi
  • listServices
  • listSO_Arc document plugin

Database options

  • library_booksDocument table
  • library_booksSuggestedDocument table
  • library_booksDocTmpl table
  • library_booksAssociate table
  • library_booksQuote table
  • library_booksAppointment table
  • library_booksUddocSmall table
  • library_booksUddocLarge table

Document templates
  • Intro
  • Quote documents
  • Troubleshooting
ODF
  • Intro
Reports
  • Parameters
Ribbons
  • Intro
  • Enable debug
  • Troubleshooting
 
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