Overview:
This article describes the different steps in order to make the Nebula Document Viewer available in SuperOffice CRM.
How to:
If you do not already have a Document Viewer account first go to the Sign Up page on
Intended Audience
This article is intended for persons who are administrator for Document Viewer
Prerequisites
The following prerequisites are required before you follow the steps below.
- A (demo) subscription of Document Viewer. To sign up, go to https://documentviewer.infobridgeuniverse.com
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- and click on the Sign
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- Login into your SuperOffice Online environment
- Login into your Nebula Document Viewer account by following this link: https://my-documentviewer.infobridgeuniverse.com/Account/Login-Up button.
- A SuperOffice CRM login name with administrator rights
How to:
- Log into your SuperOffice CRM environment
- Log into Document Viewer
- You will see the main screen and a link called . Click on the link ‘Start here to enhance your SuperOffice experience’ (see screenshot below)Click on the link and this . This will activate the wizard which will guide you through the steps to activate Document Viewer
Wizard to create the Document Viewer panel
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- The first step
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- shows the panel location,
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- which is the Side Panel in Superoffice
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- Click next to see a summary of the settings. Click Save And Publish to activate the Document Viewer panel in SuperOffice CRM.
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Enjoy the use of the Nebula Document Viewer.