Admin panel

Content list

• Settings tab
  • How to update account name?
  • How to copy account UUID?
  • How to configure automatic mailbox creation for corporatre users?
  • How to configure document viewing through the Microsoft Viewer?
  • How to hide email from Reply-To on the platform?
  • How to upload an account and platform images?
  • How to delete an account?
• Domains tab
  • How to add a domain?
  • How to verify a domain?
  • How to activate a domain?
  • How to delete a domain?
  • How to configure SSO per domain
• External links tab
  • How to add an external link?
• Password policy tab
  • How to change password or session policy?
  • How to make password policy more strict?
  • How to make session policy more strict?
• Integrations tab
  • How to add an SSO provider?
  • How to add a cloud signature?
• Users
  • Invite a users to the Account/Mailbox by email
  • Grant account permissions
  • Grant mailbox permissions
  • Registered user invitation
  • Not registered user invitation
• Corporate users
  • Users assignment to a domain account
  • Single corporate user creation
  • Mass corporate users creation
  • How to get authorized as a corporate user
• Users report
• Permissions list
  • Account permissions
  • Mailbox permissions
• Mailboxes
• Mailboxes tab
  • Mailbox settings section
  • Dashboard section
  • Danger zone section
• Groups tab
• Integration
  • Integrations page
    • Manage integration
    • Connection details
    • Default rules
    • Conversion rules list
  • Conversion rule
    • Conversion rule creation process for outgoing document
    • Conversion rule creation process for incoming document
    • Working with existed conversion rules
  • Conversion rule info
    • WDExtensions
    • XSLT Predefined Parameters
    • Conversion rule example for outgoing documents
    • Conversion rule example for outgoing invoice correction. Previous invoice will be chained to a new one.
    • XLS and X12 to XML conversion
    • Conversion rule example for incoming documents
    • Scenario run through integration
  • SFTP protocol
    • Folder structure
    • SFTP connection properties
  • AS2 protocol
    • AS2 connection properties
  • DBNA configuration
    • DocStudio to DBNA message configuration
    • DBNA to DocStudio message configuration (DocStudio side)
    • Error handling
• Audit Log
  • Manage audit log
  • Envelope action description
• Billing
  • Plans tab
  • Invoices tab
  • Balance details
  • Payment details
• Callbacks
  • Manage callbacks
  • Check callbacks
  • Delete callbacks