PowerDoc Admin

• Security role for PowerDoc Admin user
• Setup
  • Update
  • License
  • Preferences
  • Sharepoint
  • DocuSign

Note: A PowerDoc Admin user should have al least the security role “System Customizer” or “System Administrator”.

Setup

After installation of PowerDoc as a PowerDoc Admin go to the environment where you installed the PowerDoc solution and go to the PowerDoc app to setup.

In the PowerDoc app choose the “Configuration section”. On the Update-tab install the updates, required solutions and optional solutions.

On the License-tab you maintain the license.

On the Preferences-tab you can maintain the preferences.

On the Sharepoint-tab set the required information (the clientid and clientsecret you obtained during the installation).

Optional if you’re using DocuSign: on the DocuSign-tab you can set the required information (see “Setup DocuSign”).