Indlæser ......

Indlæser ......

Install WebTools for Mac document integration

Opdateret om 4. nov 2022

Installing WebTools for Mac will enable an integration between Microsoft Office documents and SuperOffice CRM. Install the Mac document integration in a few easy steps with this how-to guide.

WebTools allows you to open and edit Microsoft Office documents directly in SuperOffice CRM. Learn how by following the guided steps below: 

Install WebTools for Mac

Drag and drop the SuperOffice icon to the Applications folder
Drag and drop the SuperOffice icon to the Applications folder

  1. Go to the Main menu in SuperOffice and select Download + SuperOffice WebTools
  2. Open the file in DiskImage and Drag & Drop the app-file into the Application folder on your Mac
  3. You are good to go

 

Optional setting for default start up

Add "SuperOffice WebTools" to your users "Login Items" for it to start together with your Mac.

Add SuperOffice WebTools into your Login Items to make the application appear automatically
Add SuperOffice WebTools into your Login Items to make the application appear automatically

Check points before installing:

  • You may need administrative rights to SuperOffice CRM, depending on your organisation's security settings, in order to make systems connections.
  • For Office 365 connections, you will need to also check your rights in the Office 365 environment.
  • If you are using a Citrix connection, your IT team will need to make the connections for you.
  • WebTools consists of one component: WebTools.

What will you gain with the SuperOffice WebTools for Mac?

  • Open and edit document directly from SuperOffice
    • Ask to check-in when done editing
    • Only upload on document close
  • Show alarms for appointments in SuperOffice
  • Copy activities to iCal
    • Copy activities every [x minutes]
    • Copy participants to Address Book
  • Copy contacts to Address Book
    • Copy contacts every [x hours]
    • Copy contacts from one specific selection in SuperOffice

Set the preferences to fit your needs
Set the preferences to fit your needs

 

Note:
*
SuperOffice only provides integration for Microsoft Office document applications, and not for Apple applications Pages, Numbers and Keynote. You need the Office package to have documents integrated.
* Web Tools for Mac only enables a document integration, and not an email integration. If you use a Mac and want to integrate your email, please configure your SuperOffice Inbox.

 

Related: 

I denne artikel