# TurboDocx Documentation > Turbocharging your Document Workflows This file contains all documentation content in a single document following the llmstxt.org standard. # Create Deliverable --- # Create Image Variable (Folder) --- # Create Tag --- # Delete Tags (by IDs) --- # Delete Template --- # Delete Variables (by IDs) --- # Edit Template Metadata --- # Extract Template Placeholders and Generate Preview --- # Get Template by ID --- # Get Templates and Folders --- # Read Tag --- # Read Variables (Folder) --- ## TurboDocx API Documentation Version: 1.0.0 TurboDocx API Documentation Welcome to the TurboDocx API Documentation. This comprehensive guide is designed to provide developers with all the information required to interact with the TurboDocx platform programmatically. Whether you're looking to automate document creation, manage your templates, or integrate TurboDocx features into your application, you'll find the necessary endpoints, parameters, and examples here. ## **Getting started guide** Before diving into the specifics of the API, ensure that you have obtained the necessary Access Token and have the correct permissions to access the desired resources. Keep your Access Token secure and do not expose them in publicly accessible areas such as GitHub, client-side code, etc. **The Authentication and Organization ID is a variable set at the root of the collection.** ## Base URL All API requests should be made to the base URL provided upon your API key registration. Typically, it looks like this: ``` typescript https://api.turbodocx.com ``` ## Authentication TurboDocx is working on it's API Key flows, and for the time being, we recommend grabbing the access token used from your user's accounts to leverage our APIs. You can find an example on how to get your access token in the `Blueprint` folder. To use the Access Token, use the following under the `Authorization Header` ``` typescript Authorization: Bearer YOUR_ACCESS_TOKEN ``` ### Authentication error response If an Access Token is missing, malformed, or invalid, you will receive an HTTP 401 Unauthorized response code. ### **Need some help?** In case you have questions, go through our tutorials, click through out UI and network trace it, or visit our [Discord](https://discord.gg/NYKwz4BcpX) to review topics, ask questions, and learn from others. --- # Update Tag --- # Update Variable (by ID) --- # Upload Template with Optional Default Values --- # SharePoint and OneDrive Integration The SharePoint integration in TurboDocx brings powerful document management capabilities to your organization's SharePoint environment. This seamless integration allows for efficient importing of templates from different SharePoint sites and User's OneDrive and effortless exporting of deliverables back to SharePoint. ## Configuring SharePoint and OneDrive for Business with TurboDocx This guide will provide you step-by-step instructions on creating a SharePoint integration that can connect to your SharePoint sites as well as OneDrive. We will be using the Microsoft Graph API to access the SharePoint and OneDrive resources. Pre-requisites: An Office365 Tenant with SharePoint and OneDrive for Business Enabled Access to the Admin/Azure portal and the ability to register an application. ## Step 1 : Register your application in Entra ID (Azure Active Directory): 1. Sign in to the SharePoint Dashboard (or Azure Admin Portal) and click on "Entra ID (Azure Active Directory)" in the respective menu. Click on the "App Registrations and then click on "New registration" ![](/img/sharepoint_and_onedrive/app-reg.png) 2. Enter a name for the application such as "TurboDocx Sharepoint integration", select the appropriate account type, and select Single Page Application with the redirect uri: "https://app.turbodocx.com" ![](/img/sharepoint_and_onedrive/Register_Application.png) 3. Click on the "Register Button" to create the application. 4. Note down the Application (Client) ID and the Directory (tenant) ID, as you will need them later. ![Alt text](/img/sharepoint_and_onedrive/Get_Site_ID_and_Client_ID.png) ## Step 2 : Configure API Permissions: 1. In the "App registrations" menu, click on "API" permissions" in the left-hand menu. 2. Click on "Add a permission" 3. Click "Microsoft Graph" and then "Delegated permissions" ![Alt text](/img/sharepoint_and_onedrive/Click_Delegated_Permissions.png) 4. Search for the following permissions and add them: Sites.Read.All - This permission allows TurboDocx to read all site collections, sites, lists, and list items in SharePoint on behalf of the signed-in user. Please note - TurboDocx does not make API calls to your SharePoint site without user interaction. This will mirror whatever permissions the user has in the SharePoint site. Files.ReadWrite.All - This permission allows TurboDocx to read and write (create, edit, and delete) all files in OneDrive for Business, SharePoint document libraries, and Microsoft Teams files on behalf of the signed-in user. With this permission, TurboDocx can access and manage files stored in OneDrive and SharePoint, including creating new files, updating existing files, moving or deleting files, and even sharing files with others. :::note TurboDocx does not make API calls to your SharePoint site without user interaction.Keep in mind that these are delegated permissions, which means TurboDocx can access these resources on behalf of the signed-in user. The level of access TurboDocx will have depends on the user's actual permissions in SharePoint and OneDrive. ::: ![Alt text](/img/sharepoint_and_onedrive/Graph_Permissions.png) 5. After clicking save, navigate back to "Add Permission" and click SharePoint. Click "SharePoint" and then "Delegated Permissions" ![Alt text](/img/sharepoint_and_onedrive/SharePoint_Delegated_Permissions.png) 6. Search for the following permissions and add them: **AllSites.Read** - This permission allows TurboDocx to read all site collections, sites, lists, and list items in SharePoint on behalf of the signed-in user. With this permission, TurboDocx can access and retrieve information about the SharePoint site content, such as document libraries, lists, and list items. **AllSites.Write** - This permission allows TurboDocx to write to all site collections, sites, lists, and list items in SharePoint on behalf of the signed-in user. With this permission, TurboDocx can create, edit, and delete SharePoint site content. This allows TurboDocx to save Deliverables to your SharePoint site. **MyFiles.Read** - This permission allows TurboDocx to read the signed-in user's files in OneDrive for Business. With this permission, TurboDocx can access and retrieve information about the user's files, such as file names, file types, and file metadata. MyFiles.Write - This permission allows TurboDocx to write to the signed-in user's files in OneDrive for Business. With this permission, TurboDocx can create, edit, and delete the user's files :::note TurboDocx does not make API calls to your SharePoint site without user interaction. This user's access will mirror whatever permissions the user has in the SharePoint site. Keep in mind that these are delegated permissions, which means TurboDocx can access these resources on behalf of the signed-in user. The level of access TurboDocx will have depends on the user's actual permissions in SharePoint and OneDrive. ::: ![Alt text](/img/sharepoint_and_onedrive/SharePoint_Permissions_Select.png) 7. The finished permission sets should look like the below: ![Alt text](/img/sharepoint_and_onedrive/Finished_Permission_Set.png) ## Step 3: Determine the default site that TurboDocx will open and get the path 1. The easiest way to do this is to navigate to your Site and find the path you want users to see first. 2. Take note of the URL path and notate it for future use. In this case it is "DocumentationTeam" ![Alt text](/img/sharepoint_and_onedrive/GetSiteName.png) ## Step 4: Login to your TurboDocx Tenant and go to Tenant Settings 1. As an admin within your TurboDocx tenant, navigate to the settings tab on the left-hand side-nav and click "Tenant Settings" in the top right corner. 2. If Hide SharePoint in the UI is selected, unselect this to get the SharePoint configuration button. 3. Click "Configure SharePoint" ![Alt text](/img/sharepoint_and_onedrive/Configure_Sharepoint_button.png) 4. Fill out the following fields with the information you have noted from previous steps and click "Save": Tenant Name - This is the name of the SharePoint tenant are connecting to. This can be found by looking in the browser bar and it should resemble "TenantName.SharePoint.com" Site Name - This is the name of the default site your users will land on when first opening the SharePoint file picker. This is noted from the previous step. **Client ID** - This is the Application (client) ID noted from the previous step in the EntraID (AzureAD) console. **Tenant ID** - This is the Directory (tenant) ID noted from the previous step in the EntraID (AzureAD) console. ![Alt text](/img/sharepoint_and_onedrive/SharePoint_Configuration_in_TurboDocx.png) 5. Test importing and Exporting templates using the steps noted in the following sections. ## Importing Templates One of the primary benefits of the SharePoint integration in TurboDocx is the ability to directly import templates from your SharePoint document libraries. This feature removes the need to manually upload templates to TurboDocx, streamlining the process and saving you both time and effort. By simply connecting your SharePoint tenant to TurboDocx, you can effortlessly access and import your templates. The integration offers a seamless browsing experience, enabling you to navigate through your SharePoint document libraries and folders to choose the desired templates for import. Whether you have pre-existing templates or wish to import templates created using other applications such as Microsoft Word or Office 365, the SharePoint integration simplifies the process. Upon selecting the templates, TurboDocx securely imports them into your TurboDocx account, ready for customization and document generation. This ensures that your templates are readily available within TurboDocx, eliminating the need for manual file transfers or duplicate storage. ![Alt text](/img/sharepoint_and_onedrive/Import_with_SharePoint.png) ## Exporting Deliverables The SharePoint integration also enables you to export deliverables generated by TurboDocx back to your SharePoint and One Drive for business accounts. Once you have personalized and generated documents based on your templates, you can seamlessly export them to your SharePoint storage for easy access and sharing. Exporting deliverables to SharePoint and One Drive for Business ensures that your documents are stored securely in the cloud, providing a reliable backup and making them accessible from any device with an internet connection. By leveraging the familiar SharePoint interface, you can organize your deliverables into folders, share them with collaborators, and control access permissions as needed. --- # SCIM User Provisioning TurboDocx offers enterprise customers the ability to integrate System for Cross-domain Identity Management (SCIM) provisioning with their platforms, enhancing user and group management across your organization. SCIM provisioning automates the user lifecycle process, ensuring that user accounts are created, updated, and deactivated in a synchronized manner across various applications and services. TurboDocx's SCIM implementation supports standard protocols, allowing for seamless integration with a wide range of identity providers (IdPs) that support SCIM standards. This ensures that TurboDocx can work effectively with your organization's existing identity management solutions. ## Supported Identity Providers Some of the major identity providers that support SCIM and can be integrated with TurboDocx include: - Okta - Microsoft Azure Active Directory (Azure AD) - and more Integrating SCIM provisioning with TurboDocx allows your IT teams to manage user identities and access rights efficiently from a central location, reducing administrative overhead and enhancing security. The automation of user account management provided by SCIM also helps in reducing the possibilities of human error during the account setup and maintenance phases. To set up SCIM provisioning with TurboDocx, please reach out to our support team. They will provide detailed guidance through the necessary steps and offer support throughout the setup process. Once SCIM provisioning is implemented, user account management will be automated according to the configurations set in your identity provider, streamlining the process and ensuring a consistent and secure user experience across all enterprise applications. --- # Single Sign-On (SSO) Configuration TurboDocx offers enterprise customers the ability to integrate their Single Sign-On (SSO) solution with the platform, streamlining user authentication and providing a secure and convenient way to access TurboDocx. Our SSO integration supports both Security Assertion Markup Language (SAML) and OpenID Connect (OIDC) protocols, which means we can seamlessly integrate with a wide variety of SSO providers. Some of the major SSO providers that we can integrate with include: - Okta - EntraID - Microsoft Azure Active Directory (Azure AD) - OneLogin - Auth0 - Google Cloud Identity - Ping Identity - Centrify - ADFS (Active Directory Federation Services) and more By integrating TurboDocx with your SSO solution, you can leverage the benefits of centralized user management, improved security, and simplified access to TurboDocx for your organization. This integration supports various directories, ensuring that you can maintain control over user authentication and access while still providing a seamless experience for your users. To set up the SSO integration, please contact our support team, who will guide you through the necessary steps and provide any assistance required during the process. Once the integration is complete, your users will be able to access TurboDocx through your organization's SSO solution, ensuring a secure and unified authentication experience across all your enterprise applications. --- # ConnectWise PSA Integration TurboDocx integrates with ConnectWise PSA (Professional Services Automation) to provide seamless access to your business data for document generation and AI-powered insights. ## Overview The ConnectWise PSA integration allows you to: - Access company information and contact details - Retrieve sales opportunities and activities - Pull sales order information - Get team member and department data - Generate documents using live ConnectWise data ## Available AI Agents ### Company Data Agent Retrieves detailed company information including: - Company details by ID or name - Company notes and communications - Associated contacts - Advanced company search capabilities ### Sales Agent Handles sales-related data including: - Sales opportunities with advanced filtering - Sales activities and interactions - Sales stages and statuses - Sales order management ### System Lookup Agent Provides system reference data: - Team member information - Department listings - System lookup data - Sales stages and statuses ## Configuration To set up ConnectWise PSA integration with TurboDocx: ### Prerequisites - Active ConnectWise PSA subscription - ConnectWise API access credentials - Administrative permissions in ConnectWise ### Setup Steps #### Step 1: Gather ConnectWise Credentials You'll need the following information from your ConnectWise PSA instance: - **Company ID**: Your ConnectWise company identifier - **Company URL**: Your ConnectWise server URL - **Public Key**: API public key - **Private Key**: API private key - **Client ID**: ConnectWise client application ID #### Step 2: Configure in TurboDocx *[Configuration steps will be added here]* Screenshots Coming Soon #### Step 3: Test Connection *[Testing steps will be added here]* Screenshots Coming Soon #### Step 4: Set Permissions *[Permission configuration will be added here]* Screenshots Coming Soon ## Available Data Sources ### Company Information - Company profiles and details - Contact information - Company notes and communications - Location and address data ### Sales Data - Sales opportunities and pipeline - Sales activities and interactions - Sales orders and quotes - Sales stages and probability ### System Data - Team member directory - Department structure - System lookup values - User roles and permissions ## Usage Examples ### Accessing Company Data The ConnectWise integration can retrieve company information for use in your documents: ``` Example: Get company details for "Acme Corporation" AI Agent: Company Data Agent Result: Company profile, contacts, and recent activities ``` ### Sales Opportunity Reports Generate reports based on current sales pipeline: ``` Example: "Show me top 5 largest open opportunities in Tampa" AI Agent: Sales Agent Result: Filtered opportunity list with details ``` ### Team Member Information Access team member data for contact information: ``` Example: "Who are the sales reps for Future Messages?" AI Agent: System Lookup Agent Result: Team member contact details and roles ``` ## Supported Operations ### Currently Available - ✅ Company search and details - ✅ Contact management - ✅ Sales opportunity tracking - ✅ Sales activity monitoring - ✅ Sales order management - ✅ Team member lookup - ✅ Department information --- *The ConnectWise PSA integration is designed to streamline your document generation workflow by providing direct access to your business data.* --- # Fireflies AI Integration Transform your meeting recordings into professional documents automatically. TurboDocx's Fireflies integration eliminates manual note-taking by converting meeting transcripts into polished deliverables, streamlining your post-meeting workflow. ## What You Can Create - **📄 Meeting Summaries**: Convert discussions into formatted meeting minutes and action items - **📊 Client Presentations**: Turn discovery calls into compelling presentation decks - **📋 Project Proposals**: Use requirement gathering sessions to create detailed proposals - **📝 Follow-up Reports**: Generate comprehensive meeting reports with key takeaways - **💼 Sales Materials**: Transform prospect calls into customized sales presentations - **🔄 Automated Workflows**: Connect meeting transcripts directly to your document templates ## Before You Begin To use the Fireflies integration, you'll need: - A Fireflies account with recorded meetings and transcripts - Administrative access to your Fireflies account to generate API keys - Meeting recordings stored in Fireflies with transcription enabled :::tip If you're not sure whether you have transcription enabled, check your Fireflies settings or look for transcript availability in your recorded meetings. ::: ## Step 1: Configuring Fireflies.ai ### Get Your API Key 1. Log in to [app.fireflies.ai](https://app.fireflies.ai) 2. Navigate to the **"Integrations"** section in your dashboard ![Fireflies Integration Section](/img/fireflies_integration/click_on_integration.png) 3. Click on **"Fireflies API"** ![Fireflies API Integration](/img/fireflies_integration/click_on_fireflies.png) 4. Click on **"Get API KEY"** ![Get API Key](/img/fireflies_integration/click_on_get_api_key.png) 5. **Copy your API key** - You'll need this value when configuring TurboDocx ![Copy API Key](/img/fireflies_integration/copy_api_key.png) :::tip Keep Your API Key Safe Your API key is like a password - never share it publicly or include it in emails. TurboDocx will store it securely once you enter it. ::: ## Step 2: Configuring TurboDocx ### 🔧 How to Configure Fireflies in Organization Settings 1. Go to **Settings** ![Go to Settings](/img/zoom_integration/GoToSettings.png) 2. Click on **Organization Settings** ![Go to Organization Settings](/img/zoom_integration/GoToOrganizationSettings.png) 3. Scroll down to the **Fireflies** section 4. Click **Configure Fireflies** ![Click Configure Fireflies](/img/fireflies_integration/configure_fireflies.png) 5. A Fireflies Configuration pop-up will appear 6. Take the **API Key** you obtained earlier, paste it into the appropriate field, and click **Save Configuration** ![Save API Key](/img/fireflies_integration/save_api_key.png) ## Step 3: Using Your Fireflies Integration Congratulations! Your Fireflies integration is now ready to use. Here's how to access your meeting transcripts and use them in your documents. ### Accessing Meeting Transcripts 1. Click the source dropdown and click **"Change Source"** 2. Go to the **App Library** tab 3. Click **"Transcript Providers"** ![Meeting Providers](/img/zoom_integration/MeetingProviders.png) 4. Click **"Fireflies"** and then you should be able to click the transcript 5. You'll see a list of your recent meeting recordings with transcripts ![Transcripts Shown](/img/fireflies_integration/transcripts.png) ## Troubleshooting If you're having trouble with your Fireflies integration, here are some common issues and their solutions. ### "No Meetings Found" - **Cause**: No recorded meetings with transcripts available - **Solution**: Ensure your meetings are recorded in Fireflies and have transcription enabled ### "Authentication Failed" - **Cause**: Incorrect API key or expired authentication - **Solution**: - Double-check your API key - Try re-authenticating by entering your API key again :::tip Getting Help If you continue to experience issues: - Verify all steps in this guide have been completed - Check that your Fireflies account has meeting recordings with transcripts - Ensure you have the correct API key from your Fireflies account - Contact your TurboDocx support team for assistance ::: ## Security and Privacy Your data security and privacy are important to us. Here's how your information is protected when using the Fireflies integration. ### How Your Data is Protected - **Secure Authentication**: TurboDocx uses API key authentication for secure access - **Read-Only Access**: We only read your data as per your request in the flow - we never modify your Fireflies data - **Encrypted Storage**: Your API key is stored encrypted in our secure systems - **Encrypted Transmission**: All data transfers are encrypted using industry-standard protocols ## Best Practices ### For Optimal Results - **Enable Transcription**: Always enable transcription when recording meetings in Fireflies - **Use Clear Audio**: Ensure good audio quality for more accurate transcripts - **Descriptive Meeting Names**: Use clear, descriptive names for your meetings to easily identify them later - **Regular Cleanup**: Periodically review and organize your meeting recordings ### Meeting Recording Tips - Start recording at the beginning of important meetings - Speak clearly and avoid overlapping conversations - Use a good quality microphone when possible - Consider recording in a quiet environment ## Finished Congratulations on setting up your Fireflies integration! You can now seamlessly import meeting transcripts and use them to create professional documents with TurboDocx. --- # Google Drive Integration The Google Drive integration in TurboDocx provides a seamless and efficient way to manage your document generation process. With this integration, you can import templates from Google Drive and export deliverables back to your Google Drive environment, streamlining your workflow and enhancing collaboration. Let's delve into the details of the Google Drive integration and explore its features and benefits. ## Importing Templates One of the key advantages of the Google Drive integration is the ability to import templates directly from your Google Drive storage. This functionality eliminates the need to manually upload templates to TurboDocx, saving you time and effort. By simply connecting your Google Drive account to TurboDocx, you can access and import your templates with ease. The integration provides a seamless browsing experience, allowing you to navigate through your Google Drive folders and select the desired templates for import. Whether you have pre-existing templates or want to import templates created using other applications such as Google Docs or Microsoft Word, the Google Drive integration simplifies the process. Upon selecting the templates, TurboDocx securely imports them into your TurboDocx account, ready for customization and document generation. This ensures that your templates are readily available within TurboDocx, eliminating the need for manual file transfers or duplicate storage. ![](https://image.typedream.com/cdn-cgi/image/width=3840,format=auto,fit=scale-down,quality=100/https://api.typedream.com/v0/document/public/de39171b-a5c9-49c5-bd9c-c2dfd5d632a2/2P7GcbCddIpTtDMDZpQltzuC1ff_Import_from_Google_Drive.png) ### **Exporting Deliverables** The Google Drive integration also enables you to export deliverables generated by TurboDocx back to your Google Drive. Once you have personalized and generated documents based on your templates, you can seamlessly export them to your Google Drive storage for easy access and sharing. Exporting deliverables to Google Drive ensures that your documents are stored securely in the cloud, providing a reliable backup and making them accessible from any device with an internet connection. By leveraging the familiar Google Drive interface, you can organize your deliverables into folders, share them with collaborators, and control access permissions as needed. ![](https://image.typedream.com/cdn-cgi/image/width=3840,format=auto,fit=scale-down,quality=100/https://api.typedream.com/v0/document/public/de39171b-a5c9-49c5-bd9c-c2dfd5d632a2/2P7LjJqYUUFwjrpmKHYZreunEVm_Export_to_Google_Drive.png) --- ## HubSpot Integration # Turn Your HubSpot Data into Professional Documents & Presentations Say goodbye to copy-pasting customer information! TurboDocx's HubSpot integration automatically pulls your real CRM data to create personalized documents, proposals, and presentations. No more "John Doe" placeholder text — use actual customer names, deals, and details. ## What You Can Create - **📊 Client Proposals**: Use real deal data to create compelling, personalized proposals - **📄 Contact Reports**: Generate comprehensive reports with actual customer information - **📋 Meeting Summaries**: Create professional meeting notes using your HubSpot data - **💼 Sales Presentations**: Build custom presentations with live customer data - **📝 Follow-up Documents**: Generate personalized follow-ups using contact details - **🔄 Automated Reports**: Create recurring reports with fresh data from HubSpot ## Before You Begin :::tip For Our Technology-Shy Friends Don't worry! We've made this guide so detailed that any team member can follow it. Think of it as cooking instructions, but for software — and just as tasty! 😄 ::: To use the HubSpot integration, you'll need: - A HubSpot account with Private App Access (free or paid — we don't judge!) - Administrative access to create a HubSpot app - About 10 minutes and a cup of coffee ☕ - This guide (which you're already reading — you're ahead of the game!) :::tip Quick note This process involves creating something called a "private app" in HubSpot. Think of it as giving TurboDocx secure access to your HubSpot data — and only the data you want to share. ::: ## Step 1: Creating Your HubSpot Private App The first step is creating a HubSpot private app. Think of this as getting a library card — it gives TurboDocx permission to temporarily read your HubSpot data. ### Navigate to HubSpot Developer Settings 1. **Open your web browser** and go to [hubspot.com](https://hubspot.com) - Use Chrome, Firefox, Safari, or Edge 2. **Log into your HubSpot account** - Use your normal email and password - If you forgot your password, there's a "Forgot Password?" link (we've all been there!) ![HubSpot Login](/img/hubspot-integration/hubspot-dashboard.png) 3. **Find the Settings gear** in the top right corner - It looks like a little wheel with teeth ⚙️ - If you can't find it, it's probably hiding next to your profile picture ![HubSpot Settings Gear](/img/hubspot-integration/hubspot-settings.png) 4. **Click on the Settings gear** - A menu will appear ### Navigate to Integrations 1. **Look for "Integrations"** in the left sidebar - It's usually about halfway down the list - If you don't see it, try scrolling down slowly (no need to rush!) ![Navigate to Integrations](/img/hubspot-integration/create-private-app-steps.png) 2. **Click on "Integrations"** - The menu will expand to show more options 3. **Find and click "Private Apps"** - It might be hiding under the Integrations section - Think of it as a secret menu item at your favorite restaurant ![Navigate to Integrations](/img/hubspot-integration/create-private-app-steps.png) ### Create Your Private App 1. **Click "Create a private app"** - Usually a big, friendly blue button - If there's no button, you might need admin permissions (time to find your BFF at your IT department!) ![Navigate to Integrations](/img/hubspot-integration/create-private-app-steps.png) 2. **Fill in the basic information**: - **App name**: Type something memorable like "TurboDocx Integration" or "TurboDocx Document Generator" - **Description**: Add a simple description like "This connects my HubSpot data to TurboDocx for document and presentation generation" - **Logo**: Optional - it's up to you! ![App Basic Info](/img/hubspot-integration/app-logo-description.png) :::tip Pro Tip Choose an app name you'll remember six months from now. "App123" might seem clever today, but future you will not be amused! 😏 ::: ### Configure App Permissions (The Important Part!) 3. **Click on the "Scopes" tab** - This is where you tell HubSpot what data TurboDocx can access - It’s like setting clear boundaries — you choose exactly what TurboDocx can read from your CRM. ![Scopes Tab](/img/hubspot-integration/add-scope-step.png) 4. **Add the required scopes** (permissions) - Each scope is like giving TurboDocx permission to read a specific type of data ![Scopes Tab](/img/hubspot-integration/scope-adding-step.png) :::tip Attention to Detail Required You'll be adding about 50 different permissions. It's like checking off a very long grocery list — but necessary for the feast ahead! 🛒 ::: **Here's the complete list of scopes to add** (copy each one EXACTLY): **CRM Lists:** - `crm.lists.read` **CRM Objects (the big list):** - `crm.objects.appointments.read` - `crm.objects.carts.read` - `crm.objects.commercepayments.read` - `crm.objects.companies.read` - `crm.objects.contacts.read` - `crm.objects.courses.read` - `crm.objects.custom.read` - `crm.objects.deals.read` - `crm.objects.feedback_submissions.read` - `crm.objects.goals.read` - `crm.objects.invoices.read` - `crm.objects.leads.read` - `crm.objects.line_items.read` - `crm.objects.listings.read` - `crm.objects.marketing_events.read` - `crm.objects.orders.read` - `crm.objects.owners.read` - `crm.objects.partner-clients.read` - `crm.objects.partner-services.read` - `crm.objects.products.read` - `crm.objects.quotes.read` - `crm.objects.services.read` - `crm.objects.subscriptions.read` - `crm.objects.users.read` **CRM Pipelines:** - `crm.pipelines.orders.read` **CRM Schemas:** - `crm.schemas.appointments.read` - `crm.schemas.carts.read` - `crm.schemas.commercepayments.read` - `crm.schemas.companies.read` - `crm.schemas.contacts.read` - `crm.schemas.courses.read` - `crm.schemas.custom.read` - `crm.schemas.deals.read` - `crm.schemas.invoices.read` - `crm.schemas.line_items.read` - `crm.schemas.listings.read` - `crm.schemas.orders.read` - `crm.schemas.quotes.read` - `crm.schemas.services.read` - `crm.schemas.subscriptions.read` **Sales & Communication:** - `sales-email-read` **Scheduler:** - `scheduler.meetings.meeting-link.read` **Settings:** - `settings.currencies.read` - `settings.security.security_health.read` - `settings.users.read` - `settings.users.teams.read` **Tax:** - `tax_rates.read` ### How to Add Each Scope **For each scope in the list above:** 1. **Find the search box** (it might say "Search for scopes") 2. **Click inside the search box** 3. **Type the scope name exactly** (every dot and dash matters!) 4. **Look for the dropdown** that appears below 5. **Click on the matching result** 6. **Repeat for the next scope** ![Adding Scopes Process](/img/hubspot-integration/checked-scopes.png) :::tip Almost Done Yes, it’s a few extra clicks — but it’s easy. Just check the boxes and you’ll be on your way to automatic documents in no time. Think of it like flipping switches to power things up. ⚡ ::: ### Create Your App 5. **Click "Create app"** when you're done adding scopes - Take a moment to admire your handiwork first! ![Create App Final](/img/hubspot-integration/scope-added.png) ![Create App Final](/img/hubspot-integration/app-created.png) 6. **You'll see the Access Token (needed for later)** - This is super important! - leave this page open to use this key later ![Access Token](/img/hubspot-integration/click-on-auth.png) ![Access Token](/img/hubspot-integration/access-token-copiying.png) :::warning Handle With Care This token is kind of like a temporary library card — it lets TurboDocx read only the data you’ve approved. But just like a password, you don’t want it ending up in the wrong hands. Keep it private, and if it ever gets shared by accident, no worries — you can always generate a fresh one right here. ::: ## Step 2: Configuring TurboDocx Now we'll connect your shiny new HubSpot app to TurboDocx. This is like introducing two friends who are perfect for each other! ### Navigate to TurboDocx Settings 1. **Go to your TurboDocx dashboard** - Log in if you haven't already ![TurboDocx Dashboard](/img/hubspot-integration/settings-link.png) 2. **Click on "Settings"** - Look for the gear icon or "Settings" text - Usually in the top menu or sidebar ![TurboDocx Dashboard](/img/hubspot-integration/settings-link.png) 3. **Click on "Organization Settings"** - This might be in a dropdown or separate tab - If you can't find it, try looking for "Integrations" or "Connected Apps" ![Organization Settings](/img/hubspot-integration/org-settings.png) ### Configure HubSpot Integration 4. **Find the HubSpot section** - Look for the HubSpot logo or "HubSpot Integration" - It might be in a list with other integrations ![HubSpot Section](/img/hubspot-integration/select-configure-hubspot.png) 5. **Click "Configure HubSpot"** - A popup or form will appear - This is where the magic happens! ✨ ![Configure HubSpot Button](/img/hubspot-integration/hubspot-config-modal.png) 6. **Enter your Access Token** - Copy the Access Token from your HubSpot private app page and paste it here ![Access Token](/img/hubspot-integration/access-token-copiying.png) ![Access Token](/img/hubspot-integration/hubspot-access-token-copied.png) 7. **Click "Save Configuration"** - Cross your fingers (optional, but recommended!) ![Access Token](/img/hubspot-integration/click-save-configuration.png) ### Sync Your HubSpot Data 9. **Click "Refresh Fields"** - This button appears after the connection test succeeds - It downloads all your custom HubSpot fields and data - It also tests if your access token works ![Access Token](/img/hubspot-integration/refresh-fields.png) 10. **Wait for the field sync** - This can take 1-3 minutes - Time to check your email or practice your victory dance! 💃 :::tip Success Celebration If you've made it this far, you deserve a pat on the back! You've successfully connected HubSpot to TurboDocx. That's no small feat — you're basically a tech wizard now! 🧙‍♂️ ::: ## Step 3: Using Your HubSpot Integration Time to put your new integration to work! This is where the magic happens — turning your HubSpot data into beautiful documents. ### Creating Your First Document 1. **Go to document generation** - Look for "Create Document", "New Document", or similar - This is usually on your main dashboard ![Document Generation](/img/hubspot-integration/home-page.png) 2. **Select Template** - Click on the template you want to work with ![Change Source](/img/hubspot-integration/template-page.png) 3. **Change your data source** - Click on the "Change Source" dropdown - Select "Change Resource" from the menu ![Change Source](/img/hubspot-integration/change-resource.png) 4. **Go to the App Library** - Click on the "App Library" tab - This shows all your connected integrations ![App Library](/img/hubspot-integration/app-library.png) 5. **Select CRM category** - Look for "CRM" and click on it - This filters to show only CRM integrations ![Select CRM](/img/hubspot-integration/crm-select.png) 6. **Choose HubSpot** - Click on "HubSpot" (you should see the orange logo) - It should show as "Connected" ![Choose HubSpot](/img/hubspot-integration/select-hubspot.png) 7. **Click "Continue"** - This takes you to the HubSpot agent interface ![Continue Button](/img/hubspot-integration/continue-click.png) ### Using the HubSpot Agent 8. **Select your records** (optional but helpful) - Click "Select Records" to choose specific contacts, deals, or companies - This helps the AI focus on the right data ![Select Records](/img/hubspot-integration/select-resource-btn.png) 9. **Choose relevant records** - Click on contacts, deals, or companies relevant to your document - Selected items will be highlighted - Click "Save" to confirm your record selection ![Choose Records](/img/hubspot-integration/select-records.png) 11. **Give instructions to the AI** - Type what kind of document you want in plain English - Be specific about what you want to create - Sit back and watch the magic happen! - Generation typically takes 30 seconds to 2 minutes ![AI Instructions](/img/hubspot-integration/prompt-continue.png) **Example prompts:** - "Create a professional proposal section for the selected deal using the contact's information" - "Generate a follow-up slide summarizing our recent meeting with this contact" - "Create a company overview report using the selected company data" - "Draft a project kickoff overview for the selected deal and contacts" 13. **Review your document** - Check that all the information looks correct - Make any necessary edits - Marvel at your personalized, professional document! :::tip Pro Document Tips - Be specific in your instructions — "Create a proposal" vs. "Create a detailed Q3 marketing proposal section for ABC Corp with pricing and timeline" - Select the right records — more relevant data = better documents - Don't be afraid to regenerate if the first attempt isn't perfect - Save successful prompts for future use! ::: ## Troubleshooting Even the best-laid plans sometimes go awry. Here are solutions to common issues: ### "I Can't Find the Settings Gear in HubSpot" **Solution**: - Look in the top right corner of your HubSpot dashboard - It's usually next to your profile picture - If you still can't find it, try refreshing the page or logging out and back in ### "Invalid Access Token" Error **Solution**: - Double-check that you copied the entire token (it's usually quite long) - Make sure there are no extra spaces at the beginning or end - Verify your HubSpot private app is still active - If all else fails, create a new private app and get a fresh token ### "Permission Denied" Error **Solution**: - Check that you added all the required scopes to your HubSpot private app - Make sure you're an admin in your HubSpot account - Verify the private app is enabled and not deactivated ### "No Records Found" in TurboDocx **Solution**: - Make sure you have actual data in your HubSpot account (contacts, deals, companies) - Click "Refresh Fields" again in your organization settings - Check that your HubSpot private app has the right permissions ### "The Agent Doesn't Understand My Instructions" **Solution**: - Be more specific in your prompts - Use simpler language - Include the type of document you want (email, proposal, report, etc.) - Try selecting more specific records :::tip When All Else Fails If you're still stuck, don't panic! Take a screenshot of any error messages, note exactly what step you're on, and contact your support team. We're here to help, not judge your tech skills! 🤝 ::: ## Security and Privacy Your data security is important to us (and should be to you too!): ### How Your Data is Protected - **Secure Authentication**: We use OAuth 2.0 (fancy industry-standard security) - **Limited Permissions**: TurboDocx only gets permission to read your data, not change it - **Encrypted Transmission**: All data transfers are encrypted (like sending a letter in a locked box) ### Best Practices - **Keep Your Token Secret**: Don't share your access token with anyone - **Regular Reviews**: Periodically check which integrations have access to your data - **Rotate Tokens**: Periodically rotate your tokens for maximal security posture. ## Tips for Success ### Getting the Best Results **Keep Your HubSpot Data Clean**: - Use consistent naming conventions - Fill in important fields (contact info, deal values, etc.) - Keep your data up-to-date **Write Clear Instructions**: - Be specific about what you want - Mention the type of document - Include any special requirements **Select the Right Records**: - Choose records that are relevant to your document - Don't select too many records at once - Quality over quantity! ### Advanced Tips **For Better Proposals**: - Select the contact, deal, and company records - Include deal value and timeline information - Mention specific services or products **For Better Reports**: - Select relevant companies and contacts - Include date ranges if applicable - Specify the type of analysis you want **For Better Follow-ups**: - Select recent meeting attendees - Include deal or project context - Mention next steps or action items ## What's Next? Congratulations! You've successfully: - ✅ Created a HubSpot private app (you're basically a developer now!) - ✅ Connected it to TurboDocx (networking skills: unlocked!) - ✅ Generated your first document (content creation: mastered!) ### Now You Can: - Create personalized proposals in minutes instead of hours - Build comprehensive reports using your CRM information - Automate document creation for your entire team ### Next Steps: 1. **Train your team** on being a prompting pro 2. **Create document and presentation templates** for common use cases 3. **Experiment with different AI prompts** to find what works best :::tip Final Words of Wisdom Remember, you're not just creating documents or presentations— you're creating more time for yourself by automating repetitive tasks. Every minute saved on copy-pasting customer data is a minute you can spend on more important things (like actually talking to customers!). 🎉 ::: ## Getting Help **If you need assistance:** 1. **Check this guide first** (you'd be surprised how often the answer is right here!) 2. **Take screenshots** of any error messages 3. **Note the exact step** where you got stuck 4. **Contact your TurboDocx support team** with the details **Remember**: There's no such thing as a bad question. We've all been there, and we're here to help you succeed! 💪 --- *Happy document generating! May your proposals be persuasive, your reports be comprehensive, and your follow-ups be timely! 🚀* --- # OneDrive and SharePoint Integration The OneDrive and SharePoint integration in TurboDocx offers a streamlined and effective way to manage your document generation process. With this integration, you can import templates from OneDrive or SharePoint and export deliverables back to these platforms, enhancing your workflow and collaboration efficiency. ## Configuration ### Configuring SharePoint and OneDrive for Business with TurboDocx This guide will provide you step-by-step instructions on creating a SharePoint integration that can connect to your SharePoint sites as well as OneDrive. We will be using the Microsoft Graph API to access the SharePoint and OneDrive resources. Pre-requisites: - An Office365 Tenant with SharePoint and OneDrive for Business Enabled - Access to the Admin/Azure portal and the ability to register an application. ### Step 1: Register your application in Entra ID (Azure Active Directory): 1. Sign in to the SharePoint Dashboard (or Azure Admin Portal) and click on "Entra ID (Azure Active Directory)" in the respective menu. Click on the "App Registrations and then click on "New registration" ![](/img/sharepoint_and_onedrive/app-reg.png) 2. Enter a name for the application such as "TurboDocx Sharepoint integration", select the appropriate account type, and select Single Page Application with the redirect uri: "https://app.turbodocx.com" ![](/img/sharepoint_and_onedrive/Register_Application.png) 3. Click on the "Register Button" to create the application. 4. Note down the Application (Client) ID and the Directory (tenant) ID, as you will need them later. ![Alt text](/img/sharepoint_and_onedrive/Get_Site_ID_and_Client_ID.png) ### Step 2: Configure API Permissions: 1. In the "App registrations" menu, click on "API" permissions" in the left-hand menu. 2. Click on "Add a permission" 3. Click "Microsoft Graph" and then "Delegated permissions" ![Alt text](/img/sharepoint_and_onedrive/Click_Delegated_Permissions.png) 4. Search for the following permissions and add them: **Sites.Read.All** - This permission allows TurboDocx to read all site collections, sites, lists, and list items in SharePoint on behalf of the signed-in user. :::note TurboDocx does not make API calls to your SharePoint site without user interaction. This will mirror whatever permissions the user has in the SharePoint site. ::: **Files.ReadWrite.All** - This permission allows TurboDocx to read and write (create, edit, and delete) all files in OneDrive for Business, SharePoint document libraries, and Microsoft Teams files on behalf of the signed-in user. With this permission, TurboDocx can access and manage files stored in OneDrive and SharePoint, including creating new files, updating existing files, moving or deleting files, and even sharing files with others. :::note TurboDocx does not make API calls to your SharePoint site without user interaction. Keep in mind that these are delegated permissions, which means TurboDocx can access these resources on behalf of the signed-in user. The level of access TurboDocx will have depends on the user's actual permissions in SharePoint and OneDrive. ::: ![Alt text](/img/sharepoint_and_onedrive/Graph_Permissions.png) 5. After clicking save, navigate back to "Add Permission" and click SharePoint. Click "SharePoint" and then "Delegated Permissions" ![Alt text](/img/sharepoint_and_onedrive/SharePoint_Delegated_Permissions.png) 6. Search for the following permissions and add them: **AllSites.Read** - This permission allows TurboDocx to read all site collections, sites, lists, and list items in SharePoint on behalf of the signed-in user. With this permission, TurboDocx can access and retrieve information about the SharePoint site content, such as document libraries, lists, and list items. **AllSites.Write** - This permission allows TurboDocx to write to all site collections, sites, lists, and list items in SharePoint on behalf of the signed-in user. With this permission, TurboDocx can create, edit, and delete SharePoint site content. This allows TurboDocx to save Deliverables to your SharePoint site. **MyFiles.Read** - This permission allows TurboDocx to read the signed-in user's files in OneDrive for Business. With this permission, TurboDocx can access and retrieve information about the user's files, such as file names, file types, and file metadata. **MyFiles.Write** - This permission allows TurboDocx to write to the signed-in user's files in OneDrive for Business. With this permission, TurboDocx can create, edit, and delete the user's files :::note TurboDocx does not make API calls to your SharePoint site without user interaction. This user's access will mirror whatever permissions the user has in the SharePoint site. Keep in mind that these are delegated permissions, which means TurboDocx can access these resources on behalf of the signed-in user. The level of access TurboDocx will have depends on the user's actual permissions in SharePoint and OneDrive. ::: ![Alt text](/img/sharepoint_and_onedrive/SharePoint_Permissions_Select.png) 7. The finished permission sets should look like the below: ![Alt text](/img/sharepoint_and_onedrive/Finished_Permission_Set.png) ### Step 3: Determine the default site that TurboDocx will open and get the path 1. The easiest way to do this is to navigate to your Site and find the path you want users to see first. 2. Take note of the URL path and notate it for future use. In this case it is "DocumentationTeam" ![Alt text](/img/sharepoint_and_onedrive/GetSiteName.png) ### Step 4: Login to your TurboDocx Tenant and go to Tenant Settings 1. As an admin within your TurboDocx tenant, navigate to the settings tab on the left-hand side-nav and click "Tenant Settings" in the top right corner. 2. If Hide SharePoint in the UI is selected, unselect this to get the SharePoint configuration button. 3. Click "Configure SharePoint" ![Alt text](/img/sharepoint_and_onedrive/Configure_Sharepoint_button.png) 4. Fill out the following fields with the information you have noted from previous steps and click "Save": **Tenant Name** - This is the name of the SharePoint tenant are connecting to. This can be found by looking in the browser bar and it should resemble "TenantName.SharePoint.com" **Site Name** - This is the name of the default site your users will land on when first opening the SharePoint file picker. This is noted from the previous step. **Client ID** - This is the Application (client) ID noted from the previous step in the EntraID (AzureAD) console. **Tenant ID** - This is the Directory (tenant) ID noted from the previous step in the EntraID (AzureAD) console. ![Alt text](/img/sharepoint_and_onedrive/SharePoint_Configuration_in_TurboDocx.png) 5. Test importing and Exporting templates using the steps noted in the following sections. ## Importing Templates One of the primary benefits of the SharePoint integration in TurboDocx is the ability to directly import templates from your SharePoint document libraries. This feature removes the need to manually upload templates to TurboDocx, streamlining the process and saving you both time and effort. By simply connecting your SharePoint tenant to TurboDocx, you can effortlessly access and import your templates. The integration offers a seamless browsing experience, enabling you to navigate through your SharePoint document libraries and folders to choose the desired templates for import. Whether you have pre-existing templates or wish to import templates created using other applications such as Microsoft Word or Office 365, the SharePoint integration simplifies the process. Upon selecting the templates, TurboDocx securely imports them into your TurboDocx account, ready for customization and document generation. This ensures that your templates are readily available within TurboDocx, eliminating the need for manual file transfers or duplicate storage. ![Alt text](/img/sharepoint_and_onedrive/Import_with_SharePoint.png) ## Exporting Deliverables The SharePoint integration also enables you to export deliverables generated by TurboDocx back to your SharePoint and One Drive for business accounts. Once you have personalized and generated documents based on your templates, you can seamlessly export them to your SharePoint storage for easy access and sharing. Exporting deliverables to SharePoint and One Drive for Business ensures that your documents are stored securely in the cloud, providing a reliable backup and making them accessible from any device with an internet connection. By leveraging the familiar SharePoint interface, you can organize your deliverables into folders, share them with collaborators, and control access permissions as needed. --- ## Salesforce Integration # Turn Your Salesforce Data into Professional Documents & Presentations Say goodbye to copy-pasting customer information! TurboDocx's Salesforce integration automatically pulls your real CRM data to create personalized documents, proposals, and presentations. No more "John Doe" placeholder text — use actual account names, opportunities, and details. ## What You Can Create - **📊 Sales Proposals**: Use real opportunity data to create compelling, personalized proposals - **📄 Account Reports**: Generate comprehensive reports with actual customer information - **📋 Meeting Summaries**: Create professional meeting notes using your Salesforce data - **💼 Sales Presentations**: Build custom presentations with live customer data - **📝 Follow-up Documents**: Generate personalized follow-ups using contact details - **🔄 Automated Reports**: Create recurring reports with fresh data from Salesforce ## Before You Begin :::tip For Our Technology-Shy Friends Don't worry! We've made this guide so detailed that any team member can follow it. Think of it as cooking instructions, but for software — and just as tasty! 😄 ::: To use the Salesforce integration, you'll need: - A Salesforce account with Connected App creation permissions (any edition works!) - System Administrator access to create a Salesforce connected app - About 15 minutes and a cup of coffee ☕ - This guide (which you're already reading — you're ahead of the game!) :::tip Quick note This process involves creating something called a "connected app" in Salesforce. Think of it as giving TurboDocx secure access to your Salesforce data — and only the data you want to share. ::: ## Step 1: Create a Private Salesforce External Client App Time to get VIP access to your Salesforce data! 🎭 This step guides you through creating a new external client app in Salesforce, which will serve as the secure bridge for your TurboDocx application. Think of it as getting backstage passes to your very own Salesforce concert! 🎫 ### Log in to Salesforce 1. **Open your web browser** and go to [salesforce.com](https://salesforce.com) - Use Chrome, Firefox, Safari, or Edge 2. **Log into your Salesforce account** - Use your normal email and password with appropriate administrative privileges - If you forgot your password, there's a "Forgot Password?" link (we've all been there!) ![Salesforce Login Screen](/img/salesforce-integration/Login_Window.png) ### Navigate to Setup Home 3. **Find the Setup gear** in the top right corner - It looks like a little wheel with teeth ⚙️ - It's located next to your profile picture icon on the home page ![Setup Icon and Menu](/img/salesforce-integration/Setup_Icon_and_Menu.png) 4. **Click on "Setup"** - Select "Setup" from the dropdown menu - You will be navigated to the Setup Home page ![Salesforce Setup Home Page](/img/salesforce-integration/Setup_Home_Page.png) ### Go to App Manager 5. **Navigate through the left sidebar menu** - From the Setup Home page, scroll down in the left sidebar - Navigate to: **Platform Tools > Apps > App Manager** ![Navigation to App Manager in Sidebar](/img/salesforce-integration/Navigation_to_App_Manager.png) ### Create a New External Client App 6. **Click "New External Client App"** - On the App Manager screen, look for the "New External Client App" button - Click this button (not "New Lightning App") ![App Manager Screen with New External Client App Button](/img/salesforce-integration/New_External_Client_App_Button.png) ### Configure Basic Information 7. **Fill in the Basic Information section**: - **External Client App Name**: Type "TurboDocx Integration App" or "TurboDocx Document Generator" - **API Name**: This will auto-populate based on the App Name, but you can adjust if needed - **Contact Email**: Enter a relevant contact email address - **Distribution State**: Set this to "Local" ![Basic Information Section Fields](/img/salesforce-integration/Basic_Information.png) :::tip Pro Tip Choose an app name you'll remember six months from now. "App123" might seem clever today, but future you will not be amused! 😏 ::: ### Configure API Settings 8. **Set up OAuth Settings** - Proceed to the "API Settings" section - **Enable OAuth Settings**: Check this box - **Callback URL**: Enter `https://api.turbodocx.com/oauth/salesforce/callback` as the callback URL ![API Settings with OAuth Enabled](/img/salesforce-integration/OAuth_Enabled.png) 9. **Select OAuth Scopes** - In the **Selected OAuth Scopes** section, select the following scopes: - `Access unique user identifiers (openid)` - `Manage user data via APIs (api)` - `Manage user data via Web browsers (web)` - `Perform requests at any time (refresh_token, offline access)` ![OAuth Scopes Selected](/img/salesforce-integration/OAuth_Scopes_Selected.png) :::tip Attention to Detail Required You'll be adding several different permissions. It's like checking off a grocery list — but necessary for the feast ahead! 🛒 ::: 10. **Configure Flow Enablement** - In the "Flow Enablement" section under OAuth settings, make sure only the following checkbox is ticked - **Enable Authorization Code and Credentials Flow** ![Flow and Enablement Settings](/img/salesforce-integration/Flow_Enablement_settings.png) 11. **Configure Security** - In the "Security" section under OAuth settings, make sure only the following checkbox is ticked: - **Issue JSON Web Token (JWT)-based access tokens for named users** ![Security Settings](/img/salesforce-integration/Security_Section.png) 12. **Create the External Client App** - Click "Create" to create your external client app - Take a moment to admire your handiwork first! ![Save External Client App](/img/salesforce-integration/create_app.png) :::tip Achievement Unlocked: App Creator! 🏆 Look at you go! You've successfully created your Salesforce External Client App. You're basically a mini developer now! 👩‍💻 Now we need to configure its policies and get those important credentials. ⚡ ::: ## Step 2: Configure Connected App Policies and Retrieve Credentials After creating the app, you need to adjust its access policies and retrieve the necessary credentials for TurboDocx. ### Access App Details Page 1. **Navigate to your app's detail page** - You should be automatically redirected to the detail page of the app you just created as soon as you hit the create button - If not, navigate to External Client App Manager **(Platform Tools > Apps > External Client App > External Client App Manager)** and click on the name of your newly created app ![Connected App Detail Page](/img/salesforce-integration/Connected_app_details_page.png) ### Edit Policies 2. **Locate the Policies section** - On the app's detail page, find the "Policies" section - Click the "Edit" button located below the policies section ![Policies Section with Edit Button](/img/salesforce-integration/policies_section.png) 3. **Adjust OAuth Policies** - In the "Edit" view, locate the OAuth policies and configure the following settings: - **Permitted Users**: Select **"All users may self-authorize"** - **Named User JWT-Based Access Token Settings**: Select **30 minutes** for token timeout - **Refresh Token Policy**: Select **"Refresh token is valid until revoked"** - **IP Relaxation**: Select **"Relax IP restrictions"** ![OAuth Policies Configuration](/img/salesforce-integration/OAuth_policies.png) 4. **Save Changes** - Click "Save" to apply the policy changes ![Save Button](/img/salesforce-integration/Save_policies.png) ### Retrieve Consumer Key and Secret 5. **Find Settings section** - On the same app details page, Navigate to the "Settings" section - Here you don't need to edit anything as we have already configured it while creating the app ![Settings Section](/img/salesforce-integration/connected_app_settings_section.png) 6. **Navigate to the OAuth Settings part under the settings section** - You will now see a button of **Consumer Key and Secret** - Click on this button ![Consumer Key and Secret Button](/img/salesforce-integration/Consumer_key_and_secret_button.png) 7. **Complete identity verification** - You will be prompted to verify your identity via an OTP being sent to your registered email - Complete this verification step ![Identity Verification Prompt](/img/salesforce-integration/Identity_Verification_page.png) 8. **Copy your credentials** - After successful verification, your Consumer Key and Consumer Secret will be displayed - Copy both the **Consumer Key** and **Consumer Secret** - these credentials are essential for connecting your TurboDocx application to Salesforce ![Consumer Key and Secret Display](/img/salesforce-integration/Consumer_key_and_secret_page.png) :::warning Handle With Care 🔐 These consumer keys are like VIP backstage passes to your Salesforce show — they let TurboDocx read only the data you've approved, but you definitely don't want random people crashing your party! 🎉 Keep them private, and if they ever get shared by accident, no worries — you can always generate fresh ones right here. It's like getting a new set of keys! 🔑 ::: ## Step 3: Configuring TurboDocx Now we'll connect your shiny new Salesforce external client app to TurboDocx. This is like introducing two friends who are perfect for each other at a party — and watching the magic happen! 🎉✨ ### Navigate to TurboDocx Settings 1. **Go to your TurboDocx dashboard** 📊 - Log in if you haven't already (we'll wait!) ![TurboDocx Main Dashboard](/img/salesforce-integration/Turbodocx_dashboard.png) 2. **Click on "Settings"** - Look for the gear icon or "Settings" text - Usually in the top menu or sidebar ![Settings Menu](/img/salesforce-integration/turbodocx_settings_page.png) 3. **Click on "Organization Settings"** - This might be in a dropdown or separate tab - If you can't find it, try looking for "Integrations" or "Connected Apps" ![Organization Settings Page](/img/salesforce-integration/Turbodocx_org_page.png) ### Configure Salesforce Integration 4. **Find the Salesforce section** - Look for the Salesforce logo or "Salesforce Integration" - It might be in a list with other integrations ![Salesforce Integration Section](/img/salesforce-integration/Salesforce_integration_page.png) 5. **Click "Configure Salesforce"** 🚀 - A popup or form will appear - This is where the magic happens! Time to make these two apps best friends! ✨👯‍♀️ ![Configuration Button](/img/salesforce-integration/configure_salesforce_button.png) ![Configuration Modal](/img/salesforce-integration/configuration_modal.png) 6. **Enter your Consumer Key and Consumer Secret** - Copy the Consumer Key from your Salesforce connected app page and paste it here - Copy the Consumer Secret from your Salesforce connected app page and paste it in the Consumer Secret field ![Key Entry Form](/img/salesforce-integration/key_and_secret_entered.png) 7. **Click "Save Configuration"** - Cross your fingers (optional, but recommended!) ![Save Configuration Button](/img/salesforce-integration/Save_config_button.png) ### Establish the OAuth Flow for Salesforce 8. **Click "Connect to Salesforce"** - This button appears after you save your configuration - You'll be redirected to Salesforce to authorize the connection ![Connection Button](/img/salesforce-integration/connect_to_salesforce_button.png) 9. **Authorize TurboDocx in Salesforce** - Salesforce will ask you to log in and confirm the connection - Enter your username and password to login ### Sync Your Salesforce Data 10. **Click "Refresh Fields"** - This button appears after the connection test succeeds - It downloads all your custom Salesforce fields and data - It also tests if your connection works ![Field Refresh Button](/img/salesforce-integration/refresh_fields.png) 11. **Wait for the field sync** ⏳ - This can take 2-5 minutes depending on your Salesforce org size - Perfect time to check your email, grab a snack, or practice your victory dance! 💃🍿 - Pro tip: The bigger your Salesforce org, the more impressive your setup skills! 💪 :::tip Success Celebration 🎊 If you've made it this far, you deserve a pat on the back! You've successfully connected Salesforce to TurboDocx. That's no small feat — you're basically a tech wizard now! 🧙‍♂️ Time for a victory dance! 💃🕺 ::: ## Step 4: Using Your Salesforce Integration Time to put your new integration to work! This is where the real magic happens — turning your boring Salesforce data into beautiful, professional documents that'll make your colleagues go "WOW!" 🤩✨ ### Creating Your First Document 1. **Go to document generation** - Look for "Create Document", "New Document", or similar - This is usually on your main dashboard ![Document Creation Page](/img/salesforce-integration/Create_document_button.png) 2. **Select Template** - Click on the template you want to work with ![Template Selection](/img/salesforce-integration/template_selection_page.png) 3. **Change your data source** - Click on the "Change Source" dropdown - Select "Change Resource" from the menu ![Source Change Dropdown](/img/salesforce-integration/source_change_dropdown.png) 4. **Go to the App Library** - Click on the "App Library" tab - This shows all your connected integrations ![App Library Interface](/img/salesforce-integration/app_library_interface.png) 5. **Select CRM category** - Look for "CRM" and click on it - This filters to show only CRM integrations ![CRM Category Selection](/img/salesforce-integration/CRM_category_selection.png) 6. **Choose Salesforce** - Click on "Salesforce" (you should see the Salesforce logo) - It should show as "Connected" ![Salesforce Selection](/img/salesforce-integration/Salesforce_selection.png) 7. **Click "Continue"** - This takes you to the Salesforce agent interface ![Continue Button](/img/salesforce-integration/salesforce_continue_button.png) ### Using the Salesforce Agent 8. **Select your records** (optional but helpful) - Click "Select Records" to choose specific accounts, opportunities, contacts and many other fields - This helps the AI focus on the right data ![Record Selection Interface](/img/salesforce-integration/record_selection_interface.png) 9. **Choose relevant records** - Click on accounts, opportunities, contacts or other fields relevant to your document - Selected items will be highlighted - Click "Save" to confirm your record selection ![Record Selection Process](/img/salesforce-integration/record_selection_process.png) 10. **Give instructions to the AI** 🤖 - Type what kind of document you want in plain English (no tech jargon needed!) - Be specific about what you want to create - Sit back, relax, and watch the magic happen! ✨ - Generation typically takes 30 seconds to 2 minutes (perfect time for a coffee sip! ☕) ![Prompt Input Interface](/img/salesforce-integration/prompt_input_interface.png) **Example prompts:** - "Create a professional proposal section for the selected opportunity using the account's information" - "Generate a follow-up slide summarizing our recent meeting with this account" - "Create a company overview report using the selected account data" - "Draft a project kickoff overview for the selected opportunity and contacts" 11. **Review your document** 👀 - Check that all the information looks correct - Make any necessary edits - Marvel at your personalized, professional document and do a little happy dance! 💃🕺 :::tip Pro Document Tips - Be specific in your instructions — "Create a proposal" vs. "Create a detailed Q3 marketing proposal section for ABC Corp with pricing and timeline" - Select the right records — more relevant data = better documents - Don't be afraid to regenerate if the first attempt isn't perfect - Save successful prompts for future use! ::: ## Troubleshooting 🤔 Even the best-laid plans sometimes go awry (Murphy's Law is real, folks!). Don't worry — we've got your back! Here are solutions to common issues: ### "I Can't Find the Setup Menu in Salesforce" **Solution**: - Look in the top right corner of your Salesforce interface - Click on your profile picture or the gear icon - Select "Setup" from the dropdown menu - If you still can't find it, you might need System Administrator permissions ### "I Can't Find 'New External Client App'" **Solution**: - Make sure you're in App Manager (Platform Tools > Apps > App Manager) - Look for "New External Client App" button, not "New Lightning App" - If you don't see this option, you might need System Administrator permissions - Some Salesforce orgs might have different permission requirements ### "Invalid Consumer Key/Secret" Error **Solution**: - Double-check that you copied the entire key and secret (they're usually quite long) - Make sure there are no extra spaces at the beginning or end - Verify your Salesforce external client app is still active - Complete the identity verification step when accessing "Manage Consumer Details" - If all else fails, create a new external client app and get fresh keys ### "Permission Denied" Error **Solution**: - Check that you added all the required OAuth scopes to your Salesforce external client app - Verify you selected: OpenID, API, Web, and Refresh token scopes - Make sure you're a System Administrator in your Salesforce org - Verify the external client app is enabled and policies are configured correctly ### "No Records Found" in TurboDocx **Solution**: - Make sure you have actual data in your Salesforce org (accounts, opportunities, contacts) - Click "Refresh Fields" again in your organization settings - Check that your Salesforce external client app has the right permissions and policies configured ### "The Agent Doesn't Understand My Instructions" **Solution**: - Be more specific in your prompts - Use simpler language - Include the type of document you want (email, proposal, report, etc.) - Try selecting more specific records :::tip When All Else Fails 🎆 If you're still stuck, don't panic! Take a deep breath — you've got this! 💪 Take a screenshot of any error messages, note exactly what step you're on, and contact our support team. We're here to help, not judge your tech skills (we've all been there!). Think of us as your friendly tech support sidekicks! 🤝🦾 ::: ## Security and Privacy Your data security is important to us (and should be to you too!): ### How Your Data is Protected - **Secure Authentication**: We use OAuth 2.0 (fancy industry-standard security) - **Limited Permissions**: TurboDocx only gets permission to read your data, not change it - **Encrypted Transmission**: All data transfers are encrypted (like sending a letter in a locked box) ### Best Practices - **Keep Your Keys Secret**: Don't share your consumer key and secret with anyone - **Regular Reviews**: Periodically check which integrations have access to your data - **Monitor Connected Apps**: Regularly review connected apps in your Salesforce org ## Tips for Success ### Getting the Best Results **Keep Your Salesforce Data Clean**: - Use consistent naming conventions - Fill in important fields (account info, opportunity values, etc.) - Keep your data up-to-date **Write Clear Instructions**: - Be specific about what you want - Mention the type of document - Include any special requirements **Select the Right Records**: - Choose records that are relevant to your document - Don't select too many records at once - Quality over quantity! ### Advanced Tips **For Better Proposals**: - Select the account, opportunity, and contact records - Include opportunity value and close date information - Mention specific products or services **For Better Reports**: - Select relevant accounts and opportunities - Include date ranges if applicable - Specify the type of analysis you want **For Better Follow-ups**: - Select recent meeting attendees - Include opportunity or project context - Mention next steps or action items ## What's Next? 🎆 Congratulations, integration superstar! You've successfully: - ✅ Created a Salesforce external client app (you're basically a developer now! 👩‍💻) - ✅ Configured its policies and retrieved credentials (security expert: level unlocked! 🔒) - ✅ Connected it to TurboDocx (networking ninja: mastered! 🥷) - ✅ Generated your first document (content creation wizard: achieved! 🧙‍♀️) ### Now You Can: 🎉 - Create personalized proposals in minutes instead of hours (time saver level: EXPERT! ⏱️) - Build comprehensive reports using your CRM information (data wizard status: UNLOCKED! 📊) - Automate document creation for your entire team (team hero achievement: EARNED! 🦾) ### Next Steps: 🚀 1. **Train your team** on being a prompting pro (share your newfound expertise!) 2. **Create document and presentation templates** for common use cases (you're basically a template architect now!) 3. **Experiment with different AI prompts** to find what works best (become the AI whisperer of your office! 🤖🗣️) :::tip Final Words of Wisdom 🎓 Remember, you're not just creating documents or presentations — you're creating more time for yourself by automating repetitive tasks. Every minute saved on copy-pasting customer data is a minute you can spend on more important things (like actually talking to customers, or grabbing that extra cup of coffee! ☕). You're officially a productivity ninja now! 🎉🥷 ::: ## Getting Help **If you need assistance:** 1. **Check this guide first** (you'd be surprised how often the answer is right here!) 2. **Take screenshots** of any error messages 3. **Note the exact step** where you got stuck 4. **Contact our TurboDocx support team** with the details **Remember**: There's no such thing as a bad question. We've all been there, and we're here to help you succeed! You're part of the TurboDocx family now! 💪🏠 --- _Happy document generating, integration champion! May your proposals be persuasive, your reports be comprehensive, your follow-ups be timely, and your coffee always be hot! ☕🚀✨_ --- # Microsoft Teams Integration 🚀 Coming Soon Transform your Microsoft Teams meetings into professional documents and presentations with AI-powered automation. ## What's Coming We're actively developing a comprehensive Microsoft Teams integration that will revolutionize how you handle meeting documentation and follow-ups. Here's what you can expect: ### 🎯 Planned Features 📄 Meeting Documentation Convert Teams meeting transcripts into formatted documents Generate meeting minutes with action items Create follow-up reports automatically Extract key decisions and takeaways 📊 Presentation Generation Turn discovery calls into client presentations Create pitch decks from meeting discussions Generate training materials from sessions Build project proposals from requirement gatherings 🤖 AI-Powered Automation Intelligent content extraction from transcripts Smart formatting and structuring Context-aware document generation Automated workflow triggers 🔄 Seamless Integration Direct access to Teams cloud recordings OAuth-based secure authentication Real-time transcript processing Multi-tenant support ### 🎨 Document Types You'll Be Able to Create **📋 Business Documents** - Meeting summaries and action items - Project status reports - Client consultation notes - Team retrospective documents **📈 Sales & Marketing Materials** - Customer discovery presentations - Sales proposal documents - Product demo follow-ups - Marketing campaign briefs **🎓 Training & Education** - Workshop documentation - Training session summaries - Educational content creation - Knowledge base articles **💼 HR & Operations** - Interview documentation - Team meeting notes - Process documentation - Compliance reports ## Why Teams Integration Matters ⚡ Accelerate Post-Meeting Workflows Eliminate manual note-taking and document creation after every Teams meeting 🎯 Improve Meeting ROI Transform every Teams meeting into actionable, professional deliverables 🤝 Enhance Team Collaboration Create consistent documentation standards across all Teams meetings 📊 Leverage Your Microsoft Investment Maximize the value of your Teams platform with intelligent document automation ## Stay Updated ### 📬 Get Notified When Teams Integration Launches Want to be among the first to know when Microsoft Teams integration becomes available? We'll keep you updated on our progress and let you know as soon as it's ready for use. **Contact our team to:** - Get early access notifications - Provide input on feature priorities - Schedule a preview demonstration - Discuss your specific Teams integration needs 📧 Email: team@turbodocx.com 💬 Subject: "Teams Integration Updates" ## Technical Preview ### 🔬 Beta Testing Program We're looking for organizations to participate in our Teams integration beta testing program. Beta participants will get: - **Early access** to Teams integration features - **Direct influence** on feature development - **Priority support** during implementation - **Reduced pricing** for early adopters **Requirements for beta participation:** - Active Microsoft Teams usage with cloud recording - Willingness to provide feedback and testing Interested in beta testing? Apply for Beta Access --- 🚀 The Future of Meeting Documentation Microsoft Teams integration will transform how your organization handles meeting follow-ups, documentation, and collaboration workflows. Stay tuned for updates on availability and beta program announcements. --- # Zapier Integration The Zapier integration in TurboDocx enables you to connect your document generation workflow to thousands of apps and services through Zapier's powerful automation platform. This integration allows you to export TurboDocx deliverables and trigger automated workflows across any Zapier-supported application. ## Overview With the Zapier integration, you can seamlessly export your generated documents and data from TurboDocx to any of the 5,000+ apps supported by Zapier. This opens up endless possibilities for automating your document workflows and connecting TurboDocx to your existing business systems. ## Key Features ### Export to Any Zapier-Supported App - **CRM Systems**: Automatically send generated proposals to Salesforce, HubSpot, or Pipedrive - **Project Management**: Create tasks in Asana, Trello, or Monday.com when documents are generated - **Communication**: Send notifications through Slack, Microsoft Teams, or email when deliverables are ready - **Cloud Storage**: Automatically save documents to Google Drive, Dropbox, or OneDrive - **Database Systems**: Store document metadata in Airtable, Google Sheets, or other databases ### Automated Workflows - Trigger actions based on document generation events - Set up multi-step workflows that involve multiple applications - Create conditional logic based on document properties or content - Schedule automated document exports and distributions ## Common Use Cases ### Sales & Marketing - Generate proposals in TurboDocx and automatically send them to prospects via email - Create contracts and sync client data to your CRM system - Generate marketing materials and distribute them across multiple channels ### Operations & Project Management - Create project documentation and automatically create corresponding tasks in project management tools - Generate reports and send them to stakeholders via preferred communication channels - Synchronize document metadata with operational databases ### HR & Administration - Generate employee documents and automatically file them in HR systems - Create onboarding materials and trigger welcome sequences - Generate compliance documents and log them in tracking systems ## Getting Started The Zapier integration is available as part of TurboDocx's premium features. To set up and configure the Zapier integration for your organization: ### Contact Sales To enable the Zapier integration and discuss your specific automation needs: - **Email**: [team@turbodocx.com](mailto:team@turbodocx.com) - **Schedule a Demo**: Book a personalized demonstration to see how Zapier integration can streamline your workflows - **Custom Setup**: Our team can help design custom automation workflows tailored to your business processes ### What Our Team Will Help You With - **Integration Setup**: Complete configuration of the Zapier connection - **Workflow Design**: Custom automation workflows based on your specific needs - **Testing & Optimization**: Ensuring your integrations work seamlessly - **Training**: Comprehensive training for your team on managing Zapier automations - **Ongoing Support**: Dedicated support for troubleshooting and optimization ## Benefits ### Increased Efficiency - Eliminate manual document distribution and filing - Reduce time spent on repetitive tasks - Ensure consistent document workflows across your organization ### Enhanced Collaboration - Automatically notify team members when documents are ready - Sync document data across multiple platforms - Create unified workflows that span multiple applications ### Improved Accuracy - Reduce human error in document handling - Ensure consistent data entry across systems - Maintain audit trails of document lifecycle ## Technical Requirements - TurboDocx Enterprise or Premium plan - Active Zapier account (Basic or Premium recommended) - Administrative access to configure integrations - Access to target applications for integration setup ## Next Steps Ready to supercharge your document workflows with Zapier integration? Contact our sales team today to: 1. **Schedule a consultation** to discuss your specific automation needs 2. **See a live demo** of TurboDocx and Zapier working together 3. **Get a custom quote** based on your integration requirements 4. **Plan your implementation** with our integration specialists Transform your document generation process into a fully automated workflow that connects seamlessly with your existing business tools through the power of Zapier integration. --- ## Zoom Integration # Turn Your Zoom Meetings into Professional Documents & Presentations Transform your meeting recordings into professional documents automatically. TurboDocx's integration eliminates manual note-taking by converting meeting transcripts into polished deliverables, streamlining your post-meeting workflow. ## What You Can Create - **📄 Meeting Summaries**: Convert discussions into formatted meeting minutes and action items - **📊 Client Presentations**: Turn discovery calls into compelling presentation decks - **📋 Project Proposals**: Use requirement gathering sessions to create detailed proposals - **📝 Follow-up Reports**: Generate comprehensive meeting reports with key takeaways - **💼 Sales Materials**: Transform prospect calls into customized sales presentations - **🔄 Automated Workflows**: Connect meeting transcripts directly to your document templates ## Before You Begin To use the Zoom integration, you'll need: - A Zoom account with **cloud recording** enabled - Administrative access to create a Zoom app (or assistance from your IT team) - Meeting recordings stored in Zoom's cloud (local recordings are not accessible) :::tip If you're not sure whether you have cloud recording enabled, check with your Zoom administrator or look for the "Cloud" option when you start recording a meeting. ::: ## Step 1: Creating Your Zoom App The first step is to create a Zoom app that will allow TurboDocx to access your meeting transcripts. Don't worry - this is a one-time setup process that we'll walk you through step by step. ### Navigate to the Zoom Marketplace 1. Open your web browser and go to [https://marketplace.zoom.us](https://marketplace.zoom.us) 2. Click **"Sign In"** in the top right corner ![Zoom Marketplace Sign In](/img/zoom_integration/step1.png) 3. Sign in with your Zoom account credentials 5. You'll be taken to [https://marketplace.zoom.us/user/build](https://marketplace.zoom.us/user/build) ### Create a New App 1. In the top right corner, click the dropdown that says **"Develop"** 2. Select **"Build App"** from the dropdown ![Step 2: Build App selection](/img/zoom_integration/step2.png) 3. In the dialog that appears, select **"General App"** ![Step 3: General App selection](/img/zoom_integration/step3.png) 4. Click **"Create"** 5. **Rename your app to "TurboDocx"** ![Step 4: Rename app to TurboDocx](/img/zoom_integration/Step4RenameTurboDocx.png) :::info Why General App? We use a "General App" because it provides the specific permissions needed to access your cloud recordings safely and securely. ::: ### Configure Basic Information After creating your app, you'll be taken to the app configuration page. Let's set up the basic information first. #### Basic Information Tab 1. Make sure you're on the **"Basic Information"** tab 2. **Leave app as User Managed** - Ensure the app type remains set as "User Managed" ![Basic Information User Managed](/img/zoom_integration/Step5UserManaged.png) 3. Scroll down to **"App Credentials"** section 4. **Note down the Client ID and Client Secret** - You'll need these values when configuring TurboDocx ![App Credentials Section](/img/zoom_integration/Step6ClientIdAndSecret.png) :::tip Keep Your Credentials Safe Your Client Secret is like a password - never share it publicly or include it in emails. TurboDocx will store it securely once you enter it. ::: #### OAuth Information 1. Still on the Basic Information tab, scroll down to **"OAuth Information"** 2. For **"Redirect URL for OAuth"**, enter: ``` https://api.turbodocx.com/oauth/zoom/callback ``` 3. Under **"OAuth Allow List"**, add the following URLs (click "Add" for each one): ``` https://app.turbodocx.com ``` ![OAuth Allow List Configuration](/img/zoom_integration/oauth_allowlist.png) ### Configure Scopes Now we need to set up the permissions (scopes) that allow TurboDocx to access your cloud recordings. #### Scopes Tab 1. In the left bar, click on the **"Scopes"** button and navigate to the add scopes page ![Navigate to Scopes Section](/img/zoom_integration/NavigateToScopesSection.png) 2. Click **"Add Scopes"** button ![Click Add Scopes Button](/img/zoom_integration/clickaddscopesbutton.png) 3. In the search dialog that appears, search for: ``` List all cloud recordings for a user ``` Or look for the scope with this value: ``` cloud_recording:read:list_user_recordings ``` ![Type List Cloud Recordings For User](/img/zoom_integration/TypeListCloudRecordingsForUser.png) 4. **Add the scope** labeled "View your recordings" (with value `cloud_recording:read:list_user_recordings`) ![Select Scope and Press Done](/img/zoom_integration/SelectScopeandPressDone.png) 5. Click **"Done"** to save the configuration ## Step 2: Configuring TurboDocx ### 🔧 How to Configure Zoom in Organization Settings 1. Go to **Settings** ![Go to Settings](/img/zoom_integration/GoToSettings.png) 2. Click on **Organization Settings** ![Go to Organization Settings](/img/zoom_integration/GoToOrganizationSettings.png) 3. Scroll down to the **Zoom** section 4. Click **Configure Zoom** ![Click Configure Zoom](/img/zoom_integration/ClickConfigureZoom.png) 5. A Zoom Configuration pop-up will appear 6. Take the **Client ID** and **Client Secret** you obtained earlier, paste them into the appropriate fields, and click **Save Configuration** in the bottom right-hand corner ![Enter Client ID Secret and Press Save Configuration](/img/zoom_integration/enterclientidsecretandpresssaveconfiguration.png) ### Alternative: Inline Configuration Alternatively, you can configure Zoom integration directly when you first access transcript providers. When you navigate to the transcript providers section and select Zoom, you'll be prompted to enter your credentials if the integration hasn't been configured yet. Simply enter your Client ID and Client Secret in the configuration dialog that appears and save your settings. ## Step 3: Using Your Zoom Integration Congratulations! Your Zoom integration is now ready to use. Here's how to access your meeting transcripts and use them in your documents. ### Accessing Meeting Transcripts 1. Click the source dropdown and click **"Change Source"** 2. Go to the **App Library** tab 3. Click **"Transcript Providers"** ![Meeting Providers](/img/zoom_integration/MeetingProviders.png) 4. Click **"Zoom"** and then you should be able to click the transcript 5. You'll see a list of your recent cloud recordings with transcripts ![Transcripts Shown](/img/zoom_integration/TranscriptsShown.png) ## Troubleshooting If you're having trouble with your Zoom integration, here are some common issues and their solutions. ### "No Meetings Found" - **Cause**: No cloud recordings with transcripts available - **Solution**: Ensure your meetings are recorded to the cloud and have transcription enabled ### "Authentication Failed" - **Cause**: Incorrect credentials or expired authentication - **Solution**: - Double-check your Client ID and Client Secret - Try re-authenticating by clicking "Authenticate with Zoom" again ### "Permission Denied" - **Cause**: Required scope not properly configured - **Solution**: Verify that `cloud_recording:read:list_user_recordings` scope is added to your Zoom app :::tip Getting Help If you continue to experience issues: - Verify all steps in this guide have been completed - Check that your Zoom account has cloud recording enabled - Ensure you have meeting recordings stored in Zoom's cloud - Contact your TurboDocx support team for assistance ::: ## Security and Privacy Your data security and privacy are important to us. Here's how your information is protected when using the Zoom integration. ### How Your Data is Protected - **Secure Authentication**: TurboDocx uses OAuth 2.0, the industry standard for secure API access - **Limited Permissions**: The integration only requests access to read your cloud recordings - **Encrypted Transmission**: All data transfers are encrypted using industry-standard protocols ## Best Practices ### For Optimal Results - **Enable Transcription**: Always enable transcription when recording meetings to the cloud - **Use Clear Audio**: Ensure good audio quality for more accurate transcripts - **Descriptive Meeting Names**: Use clear, descriptive names for your meetings to easily identify them later - **Regular Cleanup**: Periodically review and organize your cloud recordings ### Meeting Recording Tips - Start recording at the beginning of important meetings - Speak clearly and avoid overlapping conversations - Use a good quality microphone when possible - Consider recording in a quiet environment ## Finished Congratulations on setting up your Zoom integration! You can now seamlessly import meeting transcripts and use them to create professional documents with TurboDocx. --- ## Additional Information # Guides, Tips and Tricks Here you will find additional standalone guides to features, uses and tips. ## Variable Entries There are multiple ways to enter and edit your variables. In this guide we will break down the different ways in three parts: Simple Text, Advanced, Variable Stack and Disable Variable. ### Simple Text Entries In this first example we will be using simple text entries. Things such as "CustomerName" or "ProjectName" already have formating in the template so just clicking on the box and typing your entry will be sufficient for us here. ![](/img/how_to_create_a_deliverable/step_6.png) ### Advanced Entries What happens if we need a more robust entry? Maybe we want something from our Knowledgebase entries, an image or just add some formatting to the text. We'll go through each option in this section. 1. First, what we will do is click the more options or the triple dot button located next to the variable boxes. Here you will see all the options we just discussed and more. ![more options](/img/how_to_create_a_deliverable/step_10.png) 2. Next, please select the option you would like to utilize. #### Lookup To select something from your Knowledgebase, click Lookup. A popup window will display all your entries. Scroll or search through them. The search feature will look for the keyword in the name, tags, or content. Larger entries have a preview option. Once found, click the blue "Select" button. ![lookup](/img/how_to_create_a_deliverable/step_20.png) :::tip - This is where tags and descriptions when creating the Knowledgebase entry may come in handy. - Even after selection, you can edit variables for any necessary changes from the Knowledgebase entry. Simply click the content box for simple text changes. For other variable types, use the pencil and paper icon to edit. ::: #### Image For images, click Image. A pop up will come up where you can click on it to open your file browser and choose an image. ![Image](/img/how_to_create_a_deliverable/step_img.PNG) #### Rich Text For text that you need to format, or if you'd like to add a table you will click on Rich Text. A new window will pop-up as shown in the image below. Here you will see familiar options such as text formats, colors as well as the ability to add tables among other things. Just click the "Save" button when you're done ![rich text](/img/how_to_create_a_deliverable/step_24.png) #### Date For a date, click on Date. A calendar will pop-up above the variable which you can then use to select the date. ![date](/img/how_to_create_a_deliverable/date.png) ### Variable Stack and Disable Variable Sometimes you will need more than one entry for a given variable and others you will not need a certain variable at all. These two options will allow you to do that. #### Variable Stack If you need multiple variable entries or images for a section of your Deliverable, click Create Variable Stack under more options. You'll return to the original page with a "+" button under the variable. Add stacks by clicking "+", to remove them click "-". ![rich text](/img/how_to_create_a_deliverable/step_vs.PNG) #### Disable Variable Sometimes a variable is helpful to have in a template but may not be needed in every Deliverable. For instances where the variable is not needed you can click on more options and then Disable Variable. This will remove the requirement to have content in that variable. To undo this just click the button that now replaced the more options button. ![rich text](/img/how_to_create_a_deliverable/step_10.png) ## Subvariables In your Knowledgebase you may have entries that you will want to have variables in. For example a entry outlining each parties responsibites with {CustomerName} or {OrganizationName} as variables. We call these Subvariables. Here we will go over how you can utilize them. ### Adding Subvariables 1. We will start by creating a new Knowledgebase entry (see How to Create a Knowledgebase Entry if you need a refresher), and we will be selecting "Rich Text" from our more options menu. 2. Much like adding a variable in a Template you will fill out your entry utilizing \{brackets\} around the subvariable that you would like to create, in this example we will be using \{CustomerName\} in part of our chart. 3. As you can see once the subvariable is created a seperate input box will appear on the left side under {CustomerName}. Whatever you input into this box will be placed in the subvariable! ![img](/img/additional_information/subvariables.png) :::tip When you are a creating a deliverable and choose an entry with a subvariable click on the pencil and paper icon to see the same window in step 3 and enter your subvariable input. ![](/img/additional_information/subvdeliv.png) ::: ## AI Generation Do you have notes on your CRM, or a website that can help you fill out some of the variables when creating a Deliverable? Our Ai Generation will allow you to input data and find the information it needs to fill out variables in your Deliverable! This guide will show you how. ### Navigating to AI Generation 1. Select a Template and create a Deliverable (see How to Create a Deliverable if you need a refresher). 2. Click on the "Fill in With Notes + AI" ![](/img/additional_information/aibutton.png) ### Utilizing the AI Generator #### Landing Page After you've navigated to the "Fill in With Notes + AI" page it should look like the image below. As you can see there are areas of input for Websites and other things on the left, an area to input notes you may have on the right (after you click on Advanced Settings) and your variables below. ![](/img/additional_information/ai1.png) #### Input and Generate 1. For this example we will be using the a fictional company's website and notes from our CRM. Once we have added our content hit the "Generate" button. ![](/img/additional_information/aiinput.png) 2. Our AI scans through notes and websites to identify anything matching your template variables. It populates this information in the "Value" column, which you can review and approve by checking the corresponding boxes on the right. ![](/img/additional_information/ai2.png) 3. Click the "Save" button and you will be brought back to the original "Create Deliverable" screen where you can continue to fill out your variables and create your Deliverable. ## Variable Troubleshooting Here are some best practices when troubleshooting why your variable is not showing up in the Template. ### Video Tutorial 1. All variables will need to be one word, so do not put any spaces in the middle of the {brackets}. 2. If the variable will be an image or rich text, make sure the variable is on it's own line. Use the show paragraph tool if you need help. The location for that tool in Word and Google Docs are in the image below. ![](/img/how_to_create_a_template/paragraphtool.png) When you activate the tool, it will resemble the image below. Since {CustomerName} is plain text, it can be incorporated into a paragraph. However, we will be utilizing a chart in Rich Text for {Scope}, so it needs to be on its own line. Paragraph symbols will indicate this distinction clearly. ![](/img/additional_information/ptoolexample.png) --- ## How to Create a Deliverable Now that you have a Template and entries in your Knowledgebase, let's put it all together and create your first document or what we call a Deliverable. ## Step 1: Getting to and Selecting your Deliverable Let's get you to your Templates and select the template for your first Deliverable. 1. On the left hand side click on the Templates tab. 2. Next select the template you want to use. If you have folders set up or pages of templates that makes it hard to find the template you want don't forget the search feature! ![This is the image for A with the text: Login and then clicked](/img/how_to_create_a_deliverable/step_1.png) 3. With your template open it should look like the image below. Here you can check to make sure all your variables are present and also have a preview of the template to make sure you have the right document. If everything looks correct, you can go ahead and click "Create Deliverable ![This is the image for SPAN with the text: TurboDocx Demo and then clicked](/img/how_to_create_a_deliverable/step_2.png) ## Step 2: Creating your Deliverable After you've clicked "Create Deliverable" you will be brought to a new page where you will be able to enter and edit all your variables. There are multiple ways to enter and edit your variables so for Step 2 we will break it down into 3 parts: Simple Text Entries, Advanced Entries, Variable Stack and Disable Variable. For future reference this information can also be found under the "Additional Information" tab under "Variable Entry". ### Simple Text Entries In this first example we will be using simple text entries. Things such as "CustomerName" or "ProjectName" already have formating in the template so just clicking on the box and typing your entry will be sufficient for us here. ![](/img/how_to_create_a_deliverable/step_6.png) ### Advanced Entries What happens if we need a more robust entry? Maybe we want something from our Knowledgebase entries, an image or just add some formatting to the text. We'll go through each option in this section. 1. First, what we will do is click the more options or the triple dot button located next to the variable boxes. Here you will see all the options we just discussed and more. ![more options](/img/how_to_create_a_deliverable/step_10.png) 2. Next, please select the option you would like to utilize. #### Lookup To select something from your Knowledgebase, click Lookup. A popup window will display all your entries. Scroll or search through them. The search feature will look for the keyword in the name, tags, or content. Larger entries have a preview option. Once found, click the blue "Select" button. ![lookup](/img/how_to_create_a_deliverable/step_20.png) :::tip - This is where tags and descriptions when creating the Knowledgebase entry may come in handy. - Even after selection, you can edit variables for any necessary changes from the Knowledgebase entry. Simply click the content box for simple text changes. For other variable types, use the pencil and paper icon to edit. ::: #### Image For images, click Image. A pop up will come up where you can click on it to open your file browser and choose an image. ![Image](/img/how_to_create_a_deliverable/step_img.PNG) #### Rich Text For text that you need to format, or if you'd like to add a table you will click on Rich Text. A new window will pop-up as shown in the image below. Here you will see familiar options such as text formats, colors as well as the ability to add tables among other things. Just click the "Save" button when you're done ![rich text](/img/how_to_create_a_deliverable/step_24.png) #### Date For a date, click on Date. A calendar will pop-up above the variable which you can then use to select the date. ![date](/img/how_to_create_a_deliverable/date.png) ### Variable Stack and Disable Variable Sometimes you will need more than one entry for a given variable and others you will not need a certain variable at all. These two options will allow you to do that. #### Variable Stack If you need multiple variable entries or images for a section of your Deliverable, click Create Variable Stack under more options. You'll return to the original page with a "+" button under the variable. Add stacks by clicking "+", to remove them click "-". ![rich text](/img/how_to_create_a_deliverable/step_vs.PNG) #### Disable Variable Sometimes a variable is helpful to have in a template but may not be needed in every Deliverable. For instances where the variable is not needed you can click on more options and then Disable Variable. This will remove the requirement to have content in that variable. To undo this just click the button that now replaced the more options button. ![rich text](/img/how_to_create_a_deliverable/step_10.png) ## Step 3: Generate Deliverable Once you've completed filling out the variables in your Deliverable, click the "Generate Deliverable" button on the bottom right of the page and then "Confirm" on the pop up. ![This is the image for BUTTON with the text: Generate Deliverable and then clicked](/img/how_to_create_a_deliverable/step_29.png) ## Step 4: Export Deliverable Once you've clicked "Confirm" the next screen will be a preview of your deliverable. After you've taken a look you can press the "Export" button on the top right. Select how you would like to export it and you're done! ![This is the image for BUTTON with the text: Confirm and then clicked](/img/how_to_create_a_deliverable/step_35.png) ## Finished Congratulations on creating your first Deliverable. I hope these tutorials were helpful and we look forward to working with you to create quick and easy documentation automation! --- ## How to Create Document Templates # Create Document Templates for Automated Proposals, Contracts & Reports Transform data from meetings, CRM systems, and integrations into professional documents automatically. This guide shows you how to create document templates for proposals, statements of work, quotes, and contracts that can be populated with content from your connected data sources. **Perfect for creating:** - 📄 **Proposals** from discovery calls, opportunities, and project data - 📋 **Statements of Work (SOW)** based on requirement discussions and business data - 💰 **Quotes & Estimates** using meeting notes, specifications, and pricing information - 📝 **Project Contracts** incorporating terms from calls and account details - 🤝 **Service Agreements** with details from consultations and contact systems - 📊 **Reports & Summaries** with action items, metrics, and data from your integrations Transform conversations and CRM data into professional documents automatically - streamlining your workflow with intelligent document generation. Congratulations on starting your first document template. In this guide, we will show you how to create your first document template and how to upload it to your TurboDocx account. ## Video Tutorial ## Step 1: Create New Document Template Let's start with creating our first document template. 1. Open up whatever application you will be using to create your document (Word, Google Drive, etc). 2. Anything you would like to be a variable or an item that will change from document to document will be put between these {brackets}. This can be single items such as {Date} or {CustomerName} or it can be whole sections such as {Scope} as seen in the images below. ![](/img/how_to_create_a_template/CreatingATemplateDoc1Title.PNG) ![](/img/how_to_create_a_template/CreatingATemplateDoc2Title.PNG) 3. Once you've finished your document with the variables that you want please save it and move on to the next step. :::tip - If you've previously created a document you want to use as a template, go ahead and use that. Just remember to replace all the variables within the {brackets}. Find and replace may be helpful here. - All variables will need to be one word, so do not put any spaces in the middle of the {brackets}. - Remember your Knowledgebase, if the variable has the same name as something in your Knowledgebase TurboDocx will use the info from the Knowledgebase to fill in the corresponding Variable. - If you want to include an image or rich text, make sure the variable is on it's own line. Use the show paragraph tool if you need help. The location for that tool in Word and Google Docs are in the image below. ![](/img/how_to_create_a_template/paragraphtool.png) ::: ## Step 2: Upload Template Document Now that we've created our first template, let's upload it to TurboDocx. 1. Login to your TurboDocx account you should land on the Templates tab if not it can be found on the left side. Then, On the top right of your window, click on the "New Template" button. ![](/img/how_to_create_a_template/newtemp.png) 2. As you can see, there are multiple ways to upload a Document. For this example, we will click on the "Upload Template" area then choose the document you just saved in the last step or drag and drop your that document into the area. ![](/img/how_to_create_a_template/step_1.png) ## Step 3: Preview Template On the next screen, you will see a preview of your template. 1. Check to make sure all the variables you wanted are listed under the variables column. - (Optional) - On this page, you can also create default entries for your template that you can change later when you are creating the deliverable. ![](/img/how_to_create_a_template/step_3.png) 2. Once you've checked to make sure all your variable are set, go ahead and click the "Create Template" button on the bottom right corner (you may need to scroll) :::tip - Tags can be very useful to help find certain templates, and Knowledgebase entries. Don't forget to utilize them! You can also always come back and add them in the future. - If your variables are not showing up, go back to step one and check if you're using the right brackets, and that there are no spaces in your variable name. ::: ## Finished Congratulations on uploading your first document template. You should be able to see it on the template tab once you go back to the main page. --- ## How to Create a Knowledgebase Entry Congratulations on starting your first entry in the Knowledgebase. In this guide, we will show you how to create your first entry. ## Step 1: Navigate to and Create a Knowledgebase Entry Let's start by getting to the Knowledgebase and creating a new entry. 1. On the left side of the screen click on the tab "Knowledgebases". ![](/img/how_to_create_knowledgebases/step_1.png) 2. Next, click the blue "New" button on the top left of the page. ![](/img/how_to_create_knowledgebases/step_2a.png) ## Step 2: Enter the Information After clicking "New", a new window should pop-up on the right side of your screen. Here is where you will input all of the relevant information. 1. First, name your entry. We would suggest something that will help to indicate to other users what the Knowledgebase entry will include. 2. Next, create a placeholder. Don't worry the brackets are automatically used for you. 3. In the "Default Value" box, enter the info you want to use for this Knowledgebase entry. For plain text, type directly into the box. If you need formatting, images, or dates, click the "More Options" button for those choices. - For additional info on how to use these tools, see the "Additional Information" tab under "Variable Entry". - You can also add subvariables in your entries. For more information on how, see the "Additional Information" tab under "Subvariables" ![](/img/how_to_create_knowledgebases/step_8.png) 4. Lastly, press the "Submit" button on the bottom right of the page. :::tip - Although "Tags" and "Add Description" are optional, this can help others find and understand the purpose of the entry quickly and easily. - If the "Placeholder" is the same as a variable used in the Template TurboDocx will automatically place the Knowledgebases entry in that variable slot. Of course, you will still be able to change it. ::: ## Step 3: Search Once you've clicked the "Submit" button you should go back to the main Knowledgebases screen. From here you can add new entries, delete outdated or uneeded entries, manage your tags, or search for a specific entry. Note: When searching TurboDocx will look for the keyword in the name, tags and content! ![](/img/how_to_create_knowledgebases/step_2b.png) ## Finished Congratulations on creating your first Knowledgebases entry. --- ## How to Create Presentation Templates # Create Presentation Templates for Data-Driven Presentations Turn your business data into professional presentations automatically. This guide shows you how to create presentation templates that can be populated with data from meetings, CRM systems, project management tools, and other integrations. **Ideal for:** - 📞 **Post-meeting summaries** from calls and conferences - 🎯 **Client presentations** based on opportunity data and discovery sessions - 📋 **Project status decks** from planning meetings and project systems - 📊 **Sales presentations** customized with prospect and opportunity information - 🔄 **Recurring reporting formats** with dynamic content from your integrations - 📈 **Executive dashboards** with real-time metrics and KPIs Congratulations on starting your first presentation template. In this guide, we will show you how to create your first presentation template and how to upload it to your TurboDocx account. ## Video Tutorial ## Step 1: Create New Presentation Template Let's start with creating our first presentation template. 1. Open PowerPoint or your preferred presentation application. 2. Create your slide content, leaving areas where you want dynamic content. 3. For each variable area, you'll need to create invisible shapes to hold your variables. Screenshots Coming Soon ## Step 2: Setting Up Variables in Slides For slide deck templates, follow these specific steps to ensure variables work correctly: 1. **Delete existing content** from the slide where you want dynamic content 2. **Insert a shape:** - Go to **Insert → Shape** in the ribbon - Choose a rectangle - Draw the shape where you want the dynamic content to go 3. **Add your variable:** - Click inside the shape - Type your variable name (e.g., `{WhatWeHeard}`) - Remember: all one word, no spaces 4. **Align text to top:** - With the shape selected, go to **Shape Format → Align Text → Top** - This keeps everything uniform across slides 5. **Make the shape invisible:** - Set **Shape Fill** to "No Fill" - Set **Shape Outline** to "No Fill" - This removes the colored box, making it invisible 6. **Format the text:** - Change the font color to black (or your preferred color) - This makes it easy and clear to see in your final deck Screenshots Coming Soon ### Example Slide Setup For a slide with sections like: - What we heard - How we can help - Follow-up questions Create separate invisible shapes for each section with variables like: - `{WhatWeHeard}` - `{HowWeCanHelp}` - `{FollowUpQuestions}` Each variable should be in its own invisible rectangle shape, not mixed with other text. ## Step 3: Upload Presentation Template Now that we've created our first presentation template, let's upload it to TurboDocx. 1. Login to your TurboDocx account you should land on the Templates tab if not it can be found on the left side. Then, On the top right of your window, click on the "New Template" button. 2. As you can see, there are multiple ways to upload a Document. For this example, we will click on the "Upload Template" area then choose the presentation you just saved in the last step or drag and drop your presentation into the area. Screenshots Coming Soon ## Step 4: Preview Template On the next screen, you will see a preview of your template. 1. Check to make sure all the variables you wanted are listed under the variables column. - (Optional) - On this page, you can also create default entries for your template that you can change later when you are creating the deliverable. 2. Once you've checked to make sure all your variable are set, go ahead and click the "Create Template" button on the bottom right corner (you may need to scroll) Screenshots Coming Soon :::tip - Tags can be very useful to help find certain templates, and Knowledgebase entries. Don't forget to utilize them! You can also always come back and add them in the future. - If your variables are not showing up, make sure you're using invisible rectangle shapes and that there are no spaces in your variable name. ::: ## Finished Congratulations on uploading your first presentation template. You should be able to see it on the template tab once you go back to the main page. --- ## How to Create a Template Congratulations on starting your first template. In this guide, we will show you how to create your first template and how to upload it to your TurboDocx account. ## Video Tutorial ## Step 1: Create New Template Let's start with creating our first template. 1. Open up whatever application you will be using to create your document (Word, Google Drive, etc). 2. Anything you would like to be a variable or an item that will change from document to document will be put between these {brackets}. This can be single items such as {Date} or {CustomerName} or it can be whole sections such as {Scope} as seen in the images below. ![](/img/how_to_create_a_template/CreatingATemplateDoc1Title.PNG) ![](/img/how_to_create_a_template/CreatingATemplateDoc2Title.PNG) 3. Once you've finished your document with the variables that you want please save it and move on to the next step. :::tip - If you've previously created a document you want to use as a template, go ahead and use that. Just remember to replace all the variables within the {brackets}. Find and replace may be helpful here. - All variables will need to be one word, so do not put any spaces in the middle of the {brackets}. - Remember your Knowledgebase, if the variable has the same name as something in your Knowledgebase TurboDocx will use the info from the Knowledgebase to fill in the corresponding Variable. - If you want to include an image or rich text, make sure the variable is on it's own line. Use the show paragraph tool if you need help. The location for that tool in Word and Google Docs are in the image below. ![](/img/how_to_create_a_template/paragraphtool.png) ::: ## Step 2: Upload Template Document Now that we've created our first template, let's upload it to TurboDocx. 1. Login to your TurboDocx account you should land on the Templates tab if not it can be found on the left side. Then, On the top right of your window, click on the "New Template" button. ![](/img/how_to_create_a_template/newtemp.png) 2. As you can see, there are multiple ways to upload a Document. For this example, we will click on the "Upload Template" area then choose the document you just saved in the last step or drag and drop your that document into the area. ![](/img/how_to_create_a_template/step_1.png) ## Step 3: Preview Template On the next screen, you will see a preview of your template. 1. Check to make sure all the variables you wanted are listed under the variables column. - (Optional) - On this page, you can also create default entries for your template that you can change later when you are creating the deliverable. ![](/img/how_to_create_a_template/step_3.png) 2. Once you've checked to make sure all your variable are set, go ahead and click the "Create Template" button on the bottom right corner (you may need to scroll) :::tip - Tags can be very useful to help find certain templates, and Knowledgebase entries. Don't forget to utilize them! You can also always come back and add them in the future. - If your variables are not showing up, go back to step one and check if you're using the right brackets, and that there are no spaces in your variable name. ::: ### Example Slide Setup For a slide with sections like: - What we heard - How we can help - Follow-up questions Create separate invisible shapes for each section with variables like: - `{WhatWeHeard}` - `{HowWeCanHelp}` - `{FollowUpQuestions}` Each variable should be in its own invisible rectangle shape, not mixed with other text. --> ## Finished Congratulations on uploading your first template. You should be able to see it on the template tab once you go back to the main page. --- # Template Troubleshooting Before you throw your computer, watch this video! Your variables aren't broken, but your template might need a little bit of tender loving care. Here are the most common issues and how to fix them. ## Video Tutorial ## Common Variable Issues ### 1. Variable Naming Rules All variables must be **one word only** - no spaces allowed inside the {brackets}. ✅ Correct - One word only {'{CustomerName}'} {'{ProjectDate}'} {'{ScopeSection}'} ✨ These variable names will work perfectly in your templates ❌ Incorrect - Contains spaces {'{Customer Name}'} {'{Project Date}'} {'{Scope Section}'} ⚠️ Spaces inside brackets will prevent variables from being recognized :::tip Naming Best Practices - Use **CamelCase** for multi-word variables: `{CustomerName}` instead of `{Customer Name}` - Keep names **descriptive but concise**: `{ProjectStartDate}` instead of `{Date}` - Be **consistent** across your templates: always use the same format ::: ### 2. Variables Must Be On Their Own Line **Critical Rule:** When inserting sections, images, or rich text, the variable needs to be on its own line. Don't squeeze it into a sentence. #### Examples: How to Format Variables Correctly ❌ Incorrect - Variable mixed with other text Rich Text/Section Variables: Proposal Section: {'{ProposalSection}'}, If you have any questions about the proposal... Image Variables: Photo: {'{HeadshotImage}'}, Nicolas Fry, CEO ⚠️ This format will prevent variables from working properly ✅ Correct - Variable on its own line Rich Text/Section Variables: Proposal Section: {'{ProposalSection}'} If you have any questions about the proposal... Image Variables: Photo: {'{HeadshotImage}'} Nicolas Fry, CEO ✨ This format ensures variables work correctly and content flows properly :::tip Key Takeaway Notice how in the correct examples, each variable is **completely isolated** on its own line with blank lines above and below. This separation is crucial for rich text, images, and section variables to function properly. ::: ### 3. Use Paragraph Markers to Debug One of the most common mistakes is thinking a variable is on its own line when it's not. To be sure, turn on the paragraph marker tool: **In Microsoft Word:** - Click the paragraph icon (¶) to reveal hidden spaces and line breaks - It's the fastest way to catch formatting issues before they break your template **In Google Docs:** - Go to **View → Show non-printing characters** - You'll get the same results as Word ![](/img/how_to_create_a_template/paragraphtool.png) When you activate the tool, it will resemble the image below. Since {CustomerName} is plain text, it can be incorporated into a paragraph. However, we will be utilizing a chart in Rich Text for {Scope}, so it needs to be on its own line. Paragraph symbols will indicate this distinction clearly. ![](/img/additional_information/ptoolexample.png) ## Quick Troubleshooting Steps When your variables aren't working, follow these steps in order: ### 1. Check Variable Naming No spaces inside brackets - use `{CustomerName}` not `{Customer Name}` ### 2. Verify Line Placement Variables for images, rich text, or sections must be on their own line ### 3. Use Paragraph Markers Turn on ¶ symbols to see hidden formatting issues ### 4. For Presentation Templates Use invisible rectangle shapes, not text boxes → [See presentation setup guide](./How%20to%20Create%20a%20Presentation%20Template) ### 5. Test Your Template Create a simple deliverable to verify everything works → [Learn how to create deliverables](./How%20to%20Create%20a%20Deliverable) :::tip Advanced Troubleshooting & Best Practices **If variables still aren't working:** - **Start simple:** Test with basic text variables first, then add complex ones - **Double-check spacing:** Use paragraph markers to confirm variables are completely isolated - **For presentations:** Ensure shapes are truly invisible (no fill, no outline) **Best practices for success:** - **Test your template** by creating a deliverable before finalizing → [See how](./How%20to%20Create%20a%20Deliverable) - **Keep variable names descriptive** but concise - **Use consistent formatting** across all templates → [Document templates](./How%20to%20Create%20a%20Document%20Template) | [Presentation templates](./How%20to%20Create%20a%20Presentation%20Template) ::: ## Need More Help? Still stuck? We're here to help! Check out our comprehensive guides: - [📄 Document Templates](./How%20to%20Create%20a%20Document%20Template) - Learn to create Word/Google Doc templates - [📊 Presentation Templates](./How%20to%20Create%20a%20Presentation%20Template) - Learn to create PowerPoint templates - [🎯 Create Deliverables](./How%20to%20Create%20a%20Deliverable) - Learn to generate documents from templates - [📚 Full Documentation](https://docs.turbodocx.com) - Complete TurboDocx documentation If you need additional help, don't hesitate to reach out to our support team. --- # Managing Your Signatures Once you've sent your document for signature, your work isn't done! This guide covers everything you need to know about managing your signature requests, tracking progress, and handling any issues that come up. ## What You'll Learn - 📊 **Track signature progress** and see who's signed - 📧 **Resend signature emails** when needed - ❌ **Void documents** that need to be cancelled - 🔍 **View audit trails** for complete signature history - 📄 **Download completed documents** when all signatures are collected ## Quick Reference: Common Actions **Access all document actions through the context menu (three-dot menu ⋮):** | Action | Purpose | |--------|---------| | **Void Document** | Cancel signature request | | **Resend Email** | Send reminder to recipients | | **Download PDF** | Get fully signed document | | **Audit Trail** | View complete activity history | --- ## Tracking Signature Progress & Viewing Audit Trails ### Automatic Email Delivery **Good news!** TurboSign automatically sends a copy of the completed document and the user-facing audit trail to all participants via email when the signature process is complete. This means: - **All signers** get their own copy of the completed document - **Email delivery** happens instantly when the last signature is completed - **Audit trail** is included for compliance and record-keeping So while you can always redownload documents from your dashboard, you likely already have the completed document in your email inbox! --- ## How to Resend Signature Emails Need to send a gentle reminder to recipients who haven't signed yet? TurboSign makes it easy to resend signature requests to the next person in your signing order. ### Step-by-Step: Resending Signature Emails **Step 1: Access the Document Actions** 1. Navigate to your **TurboSign Dashboard** 2. Find the document with pending signatures 3. Click the **three-dot menu (⋮)** next to the document ![Document context menu showing resend email option](/img/turbosign/ResendEmail.png) **Step 2: Send the Reminder** 4. Click **"Resend Email"** from the context menu 5. The resend modal will open showing available recipients ![Resend email modal showing recipient selection](/img/turbosign/ResendEmailHighlighted.png) 6. Click **"Send Email"** to dispatch the email 7. The dialog will close and the recipient will receive a reminder email with their signing link --- ## How to Void a Document Need to cancel a signature request that's already been sent? TurboSign makes it easy to void documents and notify all recipients. ### Step-by-Step: Voiding a Document **Step 1: Access the Document Actions** 1. Navigate to your **TurboSign Dashboard** 2. Locate the document you want to void 3. Click the **three-dot menu (⋮)** next to the document ![Document context menu showing void option](/img/turbosign/VoidDocument.png) **Step 2: Enter Void Reason** 4. Enter a void reason that explains why you are voiding the document. ![Void dialog with reason field](/img/turbosign/VoidDialogReasonsForVoiding.png) **Step 3: Confirm Void** 5. Click the **"Void Document"** button in the bottom right corner to confirm ![Clicking void document confirmation button](/img/turbosign/ClickVoidDocument.png) 6. All recipients receive automatic notifications and the document status changes to "Voided" --- ## How to Redownload Completed Documents Need to download your fully signed document again? TurboSign makes it easy to redownload the completed PDF with all signatures whenever you need it. ### Step-by-Step: Redownloading Your Signed Document **Step 1: Access the Document Actions** 1. Navigate to your **TurboSign Dashboard** 2. Look for documents with **green "Completed" status** 3. Click the **three-dot menu (⋮)** next to your completed document ![Document context menu showing download PDF option](/img/turbosign/DownloadPDF.png) **Step 2: Download the PDF** 4. Click **"Download PDF"** from the context menu 5. Your browser will automatically start downloading the file with all signatures --- ## How to View Audit Trails Need to see the complete history of your document? TurboSign maintains a detailed audit trail of every action taken. ### Step-by-Step: Accessing Audit Trails **Step 1: Access the Document Actions** 1. Open your **TurboSign Dashboard** 2. Find any document (completed or in-progress) 3. Click the **three-dot menu (⋮)** next to the document ![Document context menu showing audit trail option](/img/turbosign/AuditTrail.png) **Step 2: View the Timeline** 4. Click **"Audit Trail"** from the context menu 5. The audit trail modal opens showing a chronological timeline ![Audit trail overview showing complete timeline](/img/turbosign/AuditTrailOverview.png) 6. Review all events with timestamps, participants, and security details. **Understanding Event Types:** The audit trail displays two main categories of events: **User Events** - Actions taken by document participants: - **Document Viewed** - When recipients open and view the document - **Document Signed** - When recipients complete their signature These are the two most important user events to monitor for tracking signature progress: ![Document viewed event details](/img/turbosign/AuditTrailDocumentViewed.png) ![Document signed event details](/img/turbosign/AuditTrailDocumentSigned.png) **System Events** - Automated actions by TurboSign: - **Email Notification Sent** - When the system sends emails to recipients - **Document Digitally Signed by TurboSign** - When TurboSign applies digital signatures - **Document Updated** - When the document is modified or updated via signature - **Document Sent** - When the document is initially distributed for signature ### How to Redownload the Audit Trail We already send a pretty user-facing Audit Trail with User events, but if you want to download a detailed copy, click **Download Audit Trail as JSON**, --- --- *Need help with signature management? Each action includes detailed step-by-step guides, screenshots, and best practices for professional document handling.* --- # How to Get a Document Signed with TurboSign Ready to send your first document for e-signature? You're in the right place! This step-by-step guide will walk you through the entire process of preparing and sending your document using TurboSign. ## What You'll Accomplish By the end of this guide, you'll know how to: - 📄 **Upload or select documents** for signature - 👥 **Add recipients** and manage signing order - ✏️ **Place signature fields** exactly where you need them - 📤 **Send documents** for signature with confidence - 🔄 **Track the signing process** from start to finish :::tip Quick Start Promise This entire process takes less than 5 minutes once you get the hang of it. We'll have you sending professional signature requests in no time! 🚀 ::: ## Before You Begin To use TurboSign effectively, you'll need: - Access to TurboDocx - A document ready for signing (PDF, Word, or existing TurboDocx deliverable) - Email addresses for all recipients who need to sign - About 60 seconds of your time ⏰ :::tip Pro Tip Have your document ready and know exactly where signatures are needed before you start. This makes the whole process much smoother! ::: ## Step 1: Click "Get It Signed" Let's start by getting to TurboSign from your main dashboard. From the **TurboDocx homepage**, look for the **"Get It Signed"** button and click it. This will take you directly to **TurboSign** where all the magic happens. ![Get It Signed button on TurboDocx homepage](/img/turbosign/GetSigned.png) ## Step 2: Start a New Signature Request Now that you're in TurboSign, it's time to create your first signature request. In the **top right corner** of the TurboSign interface, you'll see a **"New Signature"** button. Click it to begin preparing your document for signatures. ![New Signature button on TurboSign dashboard](/img/turbosign/ClickNewSignature.png) ## Step 3: Upload or Select a Document Time to choose your document! TurboSign gives you two convenient options: ### Option A: Upload a New Document **Upload a new document** from your computer by clicking the upload area or dragging and dropping your file. **Supported formats:** - PDF files (.pdf) - Word documents (.docx) - Other common document formats ### Option B: Select an Existing Deliverable **Select an existing deliverable** you've already created within TurboDocx. This is perfect if you've already generated a document and want to get it signed. ![Document upload and selection interface](/img/turbosign/SelectOrUploadDocument.png) :::tip Document Tips - **PDF files work best** for consistent formatting across all devices - **Keep file sizes reasonable** (under 10MB) for faster loading - **Make sure your document is final** before uploading - you can't edit content after this step ::: ## Step 4: Add Document Details Now let's add some important information about your document. Fill in the required information: ### Document Name (Required) Give your document a clear, descriptive name. This will help you and your recipients identify the document easily. **Good examples:** - "Q3 Marketing Agreement - ABC Corp" - "Employment Contract - John Smith" - "Service Agreement - Project Alpha" ### Description (Optional) Add a brief description to provide context for your recipients. This appears in the signature request email. **Good examples:** - "Please review and sign this quarterly marketing agreement" - "New employee contract for review and signature" - "Service agreement for the upcoming project" ![Document details form with name and description fields](/img/turbosign/DocumentNameAndDescription.png) ## Step 5: Add Recipients Time to add the people who need to sign your document. This is where you control who signs and in what order. ### Adding Recipients **Click "Add Recipient"** to assign others to sign the document. You can add multiple recipients as needed. For each recipient, you'll need: - **Full name** (as it should appear on the signature) - **Email address** (where they'll receive the signature request) ### Including Yourself **Click "Include Me"** if you also need to sign the document. This adds you to the recipient list automatically. ### Setting Signing Order **Drag to change the signing order** if it matters for your document. The signing order determines who gets the document first. **When order matters:** - Legal documents that require witness signatures - Contracts where one party must sign before the other - Documents with approval workflows **When order doesn't matter:** - Simple agreements between equal parties - Documents where all parties can sign simultaneously ![Add recipients interface showing all options](/img/turbosign/AddRecipients.png) :::tip Recipient Best Practices - **Use professional email addresses** for business documents - **Double-check email addresses** - typos mean delayed signatures - **Add yourself first** if you need to sign before others - **Keep signing order simple** unless legally required ::: ## Step 6: Continue to Field Placement Almost there! Now we'll move to the most important part - telling TurboSign exactly where signatures and other information should go. **Click "Continue"** in the bottom right corner to move to the field placement interface. This is where you'll drag and drop signature fields onto your document. ![Continue button at bottom right of recipient setup](/img/turbosign/AddRecipients.png) ## Step 7: Place Signature Fields Here's where the magic happens! You'll drag and drop the necessary fields onto your document exactly where you want them. ### Available Field Types The field editor provides several types of fields you can add: **Essential Fields:** - **Signature** - The actual signature field - **Name** - Typed name field - **Date** - Date when signed - **Initials** - For initialing pages or sections **Additional Fields:** - **Text** - For additional information - **Checkbox** - For confirmations or agreements - **Dropdown** - For selecting from options ![Field editor with available field types on the left](/img/turbosign/FieldEditorDragAndDrop.png) ### How to Place Fields 1. **Drag the field type** from the left panel 2. **Drop it onto the document** where you want it to appear 3. **Resize if needed** by dragging the corner handles 4. **Assign to the correct recipient** using the dropdown ### Assigning Fields to Recipients **Each field must be assigned to a recipient.** Make sure you: - Assign signature fields to the correct person - Place fields in logical locations on the document - Ensure all required fields are present ![Document with signature fields placed and recipient assignments](/img/turbosign/DraggingAndDroppingFields.png) :::tip Field Placement Tips - **Place signature fields near signature lines** if your document has them - **Add date fields near signatures** for legal completeness - **Use initials fields** for multi-page documents - **Test field sizes** - they should be large enough for signatures but not overwhelming - **Group related fields** together for better user experience ::: ## Step 8: Send the Document The final step! Once all fields are placed and everything looks perfect, it's time to send your document for signatures. **Click "Send Document"** in the **top right corner** to initiate the signing process. ![Send Document button in top right corner](/img/turbosign/ClickSendDocument.png) ### What Happens Next After clicking "Send Document": 1. **Email notifications** are sent to all recipients 2. **Recipients receive** a secure link to sign the document 3. **You get notifications** as each person signs 4. **Everyone receives** a copy of the fully signed document ## Congratulations! 🎉 **That's it!** Your document is now on its way to being signed. You've successfully: - ✅ **Uploaded or selected** your document - ✅ **Added recipients** and set signing order - ✅ **Placed signature fields** exactly where needed - ✅ **Sent the document** for signatures ### What to Expect **Timeline:** - Recipients usually receive emails within minutes - Most people sign within 24-48 hours - You'll get notifications for each signature **Tracking:** - Monitor progress in your TurboSign dashboard - Send gentle reminders if needed - Download the completed document when all signatures are collected ## Tips for Success ### For Faster Signatures - **Use clear document names** so recipients know what they're signing - **Add helpful descriptions** to provide context - **Send during business hours** for faster response - **Follow up politely** if signatures are delayed ### For Professional Results - **Test your document** by sending it to yourself first - **Use consistent field sizes** for a clean look - **Place fields logically** following document flow - **Keep signing order simple** unless legally required ### For Peace of Mind - **Double-check email addresses** before sending - **Review field placement** carefully - **Save templates** for documents you use frequently - **Keep records** of all signed documents ## Troubleshooting Common Issues ### "The Send Button is Disabled" **Solution:** Make sure you've placed at least one signature field for each recipient. The Send button appears only when your document is ready. ### "Recipient Says They Can't Haven't Received the Email" **Solution:** Check that you used the correct email address and that the signing link hasn't expired. You can resend the invitation from your dashboard. ### "I Made a Mistake in the Document" **Solution:** It's best practice to void the document and send a new version. ## What's Next? Now that you know how to send documents for signature, you might want to explore: - **Creating signature templates** for frequently used documents - **Setting up automated workflows** for recurring signature processes - **Integrating TurboSign** with your existing document workflows - **Managing completed documents** and signatures :::tip Final Thoughts You've just mastered the art of digital signatures! Every document you send with TurboSign saves time, reduces errors, and provides a professional experience for all parties involved. Welcome to the future of document signing! 🚀 ::: --- *Ready to sign your next document? Go forth and get those signatures! 📝* --- ## Welcome # Welcome to TurboDocx ![](/img/welcome_to_dev-docs/Welcome.png) ## Are You Ready to Unlock the Power of Document Automation? Use our Documentation located on the left side of this screen to learn how to get started!