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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 https://documentviewer.infobridgeuniverse.com/.

If you already have done the Sign Up please follow the steps below to set up your Document Viewer.

  1. Log into your SuperOffice Online 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 ‘Start here to enhance your SuperOffice experience’ (see screenshot below)
  4. Click on the link and this will activate the wizard which will guide you through the steps to activate Document Viewer

 

Wizard to create the Document Viewer panel

Panel Settings, the first step, shows the panel location, in this case, the Minicard in Superoffice.

Click next to see a summary of the settings. Click Save And Publish to activate the Document Viewer panel in SuperOffice CRM.

Enjoy the use of the Document Viewer.

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