Service description - Integration: Smartgroups

June 10, 2024|Nataliia Berdychevska

[A]Integration: Smartgroups

Preliminary remark

(A)Smartgroups System offers SMASHDOCs customers an extension (the "Smartgroups App") to be able to carry out project management and communication, as well as document management directly from SMASHDOCs.

(B)Disclaimer. Toppan Merrill

(1)has no influence on whether the Smartgroups App is available at the time SMASHDOCs addresses it for working with documents;

(2)is only responsible for the data transfer to the Smartgroups App, provided that an internet connection exists at the time of the start of working with documents.

1SMASHDOCs and Smartgroups integration

1.1Connect Smartgroups user account with SMASHDOCs user account

1.2Show SMASHDOCs tab in Inbox

1.3Show counter of unseen changes in SMASHDOCs documents

1.4A SMASHDOC as workspace content

1.5Metadata of a SMASHDOCs document used in Smartgroups

(a)SMASHDOCs document file name (mandatory)

(b)SMASHDOCs document file description

(c)SMASHDOCs document footer

1.6Create a new SMASHDOCs document from a workspace folder and display it there as folder content.

1.7Search for a SMASHDOCs document from within a folder and show it there as folder content

(a)Search connected SMASHDOCs App by file name

(b)Show search results (provided by SMASHDOCs App)

(c)Select a result

1.8Show connected SMASHDOCs document in the folder where the user started the search process

1.9Show all SMASHDOCs documents connected with a workspace folder as folder content

(a)SMASHDOCs document name (provided by SMASHDOCs App)

(b)SMASHDOCs processing status (draft, review; provided by SMASHDOCs App)

1.10Filter list of folder contents by SMASHDOCs documents

1.11Open SMASHDOCs document from workspace content list

1.12Edit SMASHDOCs metadata

1.13Move SMASHDOCs document to Smartgroups Trash

(a)In the SMASHDOCs App the document will not be moved to the trash folder there

1.14Delete SMASHDOCs document finally in Smartgroups (after that content is not recoverable)

(a)In the SMASHDOCs App the document will not be deleted finally or moved to the trash folder there

2User settings

2.1User profile (editable by a user)

(a)Connect Smartgroups to SMASHDOCs

(i)Precondition: A SMASHDOCs system is already connected with Smartgroups

(ii)Insert user SMASHDOCs credentials