Integration with Doc.one

You can enable integrations with Doc.one in Administration - Applications.


To enable integration:
  1. Select the Applications item in the menu of the Administration section.
  2. Click the Connect button.
  3. In the window that opens, specify the URL of the Doc.one instance, the username and password of the Doc.one user.

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You will see notifications about incorrect data entry in the following cases:
  • If you entered an invalid instance URL or the specified Doc.one instance does not exist.
  • If you have entered an incorrect username and/or password.
  • If the user whose account was used to connect the integration was disabled in Doc.one.

 

When disabling integration with Doc.one:

  • All saved settings for linking templates to case types will be reset.
  • All previously synchronized templates (links to them) will be deleted.