Document

Document

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

Introduction

concept

Introduction to documents Document library Cloud integrations

how-to-guide

Connect email, documents and diary WebTools How to create a document Edit or delete documents Check in/out documents Send email attachments from SuperOffice Save email attachment to SuperOffice

video

Guided tour Create a document and link it to your project

Document templates

concept

Overview Document types About template variables Quote templates and merge fields

how-to-guide

Create document template Link template (in Settings and maintenance) Document templates in multiple languages

video

Edit document template Add document template

reference

Template variable reference Merge field reference

SharePoint documents

concept

Overview Requirements

how-to-guide

Set up SharePoint Set up SuperOffice Troubleshooting Migration

video

Getting started with SharePoint for documents storage

Google Workspace

concept

Overview Requirements Security

how-to-guide

Quick start Set up

UI customization

concept

Screen Designer Web panels SoProtocol Custom screens (bLogic) Task menu items Custom fields

Automation

concept

Overview Triggers

reference

Webhooks - project events Webhooks - project member events Zapier

CRMScript

concept

how-to-guide

Document properties Document files Document templates

API

how-to-guide

REST Services SO_Arc document plugin

reference

REST SOAP (services88)

Database tables

reference

Document SuggestedDocument DocTmpl Quote table Associate Appointment UddocSmall table UddocLarge table