MicroWeb - Setup

After setting up your MicroWeb integration, you need to ensure that you insert and modify the Sender Distribution in the templates. If you don't, the documents will not be distributed to MicroWeb.

To add MicroWeb to the template, you need to:

  1. Press Settings (cogwheel icon)
  2. Scroll down to Templates
  3. Select the template(s) that should have the MicroWeb integration
  4. Scroll all the way down and click on Sender Distribution Methods
  5. Check the box for MicroWeb integration
  6. Click Save

Now that you have set up the integration in the template, remember to complete the rest of your account and your templates:

  1. Enter your account details
  2. Uploaded your logo
  3. Set up templates