Create a Document Panel in SuperOffice CRM

Owned by Thomas Speekenbrink
Last updated: Jul 31, 2020 by Jan Verlaan (Unlicensed)

Overview

In this how-to article, we describe how to create a document panel in SuperOffice CRM.

Create a new document panel just to display important contracts.

Intended Audience

This article is intended for persons who are the administrator for Panels.

Prerequisites

The following prerequisites are required before you follow the steps below.

  1. A (demo) subscription of Panels. To sign-up, follow this URL: https://my-panels.infobridgeuniverse.com/Account/SignUp.
  2. A SuperOffice CRM login name with administrator rights.

Configure Panels

  1. Login into Panels.
  2. In the Panel overview click Create a new panel.


  3. Choose a name for your panel. It is used to determine the panels later. This is handy when you create more than one panel.
  4. Select the panel type, in this example, we choose the document panel.


  5. Click Next.

  6. You can now set some general panel settings.


  7. Panel location: The location where this panel is shown in SuperOffice CRM. Contact archive, Project archive, Sale archive or Person archive.
  8. Allow user configuration: When enabled every user is allowed to change parts of the panel configuration
  9. Enable filter row: If enabled the filters are shown as a row in the grid. Otherwise, filters are displayed with an icon in each column
  10. Document template: Choose one or more document types to show in your panel. When empty, all types will be shown. In this example, the document type Maintenance agreement is selected. Meaning that only these documents will be shown in the new panel.
  11. Subject postfix: Enter the postfix that you want to use behind your original document name
  12. Open document dialog: Should the document dialog be opened automatically when making a copy?
  13. Customize date: Choose which date the copied document will get. You can choose from Current date and time or Original date and time.
  14. Click next, you will get an overview with your current settings.
  15. Click Save and Publish to save your new panel
  16. Your panel has now been saved and published. Click the green Refresh SuperOffice button to refresh SuperOffice and immediately see the changes

Extending the idea

This article describes how to create a document panel in SuperOffice CRM. With Panels, you can also create many other panels. See the Quick-start-guide for SuperOffice admins for more information on these other panels.

Summary

You have learned to create a document panel in SuperOffice CRM