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Overview:

This article describes the different steps in order to make the 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.

1. A (demo) subscription of Document Viewer. To sign up, go to https://documentviewer.infobridgeuniverse.com

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1.  and click on the Sign

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1. -Up button.
2. A SuperOffice CRM login name with administrator rights

How to:

1. Log into your SuperOffice Online CRM environment
2. Log into your Document Viewer account by following this link: https://my-documentviewer.infobridgeuniverse.com/Account/Login
3. 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
   

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Wizard to create the Document Viewer panel

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2. The first step

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1. shows the panel location,

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1. which is the Side Panel in Superoffice

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2. 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 Document Viewer.