Articles
API Information and Installation Process
Contents
Purpose
What is an API
API Types
Viewing the Customer's API
Locating the API URL
API Internal Login
API Limited vs API Full
New Installation
Upgrade Installation
Purpose
The purpose of th...
New Server Access Guide (SedonaOffice - Hosted)
The server is accessible from any browser with up-to-date HTML5 support Google Chrome, Microsoft Edge, Mozilla Firefox, Safari, etc. You’ll be brought to a login screen identical to the image below. The Domain in the top field should always...
Request AWS Server Spin Up
Contents
Purpose
Prerequisites
TSP Licenses
Requesting Server Spin Up
Requesting User Setup
Processing Server Spin-Up and User Setup Cases
Purpose
The purpose of this document is to ...
SalesAutomation and eForms Add-On Module Implementation Process for SedonaOffice
Contents
Purpose
Implementation Steps
User Login Information
Link SalesAutomation to a Different Company
Purpose
This document walks a Project Manager (PM) through the steps necessary to i...
SedonaOffice Additional User License Implementation
Contents
Purpose
Prerequisites
Implementation Steps
Purpose
This document walks a Project Manager (PM) through the steps necessary to implement the purchase of additional user seats for SedonaOffice.
Return to Con...
SedonaOffice Hosted - Implementation Projects - User Setup
Contents
Purpose
Tools and Forms
Purpose
This document walks PM's through the available tools and forms necessary for proper customer user setup for the following project types:
New SedonaOffice implementations...
SedonaOffice Upgrade Implementation Process
Contents
Purpose
Upgrade from v5.7 or lower
Upgrade from v6.x or higher
Purpose
SedonaOffice upgrades are free to customers on an active maintenance plan. During a new customer implementation, or an add-on module impleme...
SedonaSync vs SedonaEmail
Contents
Purpose
SedonaEmail
SedonaSync
Purpose
This document is a high-level overview of when SedonaSync is used vs SedonaEmail.
Top of Document
SedonaEmail
The SedonaEmail module is used to send emai...
Sedona-X Mobile Add-On Module Implementation Process for SedonaOffice
Contents Purpose Implementation Steps Purpose This document walks a Project Manager (PM) through the steps necessary to implement the purchase of Sedona-X Mobile for use with SedonaOffice Sedona-X Mobile allows users to access certai...
TSPlus License Request
Contents
Purpose
User Count
User Count Tools
Request Licenses
Deploy Licenses
Purpose
TSPlus is a third party provider of remote desktop access licenses. Sedon...
View Customer API Companies and Users
Contents
Purpose
Viewing the Customer's API
Locating the API URL
API Internal Login
Viewing API Company Information
Viewing API User Information
Purpose
The purpose of this document is to help the user view...