{"id":316,"date":"2024-02-04T15:03:35","date_gmt":"2024-02-04T15:03:35","guid":{"rendered":"https:\/\/kb.ctse.nl\/?page_id=316"},"modified":"2024-02-04T15:22:43","modified_gmt":"2024-02-04T15:22:43","slug":"powerdoc-admin","status":"publish","type":"page","link":"https:\/\/kb.ctse.nl\/?page_id=316","title":{"rendered":"PowerDoc Admin"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li>Security role for PowerDoc Admin user<\/li>\n\n\n\n<li>Setup\n<ul class=\"wp-block-list\">\n<li>Update<\/li>\n\n\n\n<li>License<\/li>\n\n\n\n<li>Preferences<\/li>\n\n\n\n<li>Sharepoint<\/li>\n\n\n\n<li>DocuSign<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><em><strong>Note: <\/strong>A PowerDoc Admin user should have al least the security role &#8220;System Customizer&#8221; or &#8220;System Administrator&#8221;.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setup<\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>In the PowerDoc app choose the &#8220;Configuration section&#8221;. On the Update-tab install the updates, required solutions and optional solutions.<\/p>\n\n\n\n<p>On the License-tab you maintain the license.<\/p>\n\n\n\n<p>On the Preferences-tab you can maintain the preferences.<\/p>\n\n\n\n<p>On the Sharepoint-tab set the required information (the clientid and clientsecret you obtained during the installation).<\/p>\n\n\n\n<p>Optional if you&#8217;re using DocuSign: on the DocuSign-tab you can set the required information (see &#8220;Setup DocuSign&#8221;).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Note: A PowerDoc Admin user should have al least the security role &#8220;System Customizer&#8221; or &#8220;System Administrator&#8221;. 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 &#8220;Configuration section&#8221;. On the Update-tab [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":63,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-316","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/316","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=316"}],"version-history":[{"count":3,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/316\/revisions"}],"predecessor-version":[{"id":322,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/316\/revisions\/322"}],"up":[{"embeddable":true,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/63"}],"wp:attachment":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=316"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}