If the Organization Admin (OA) has enabled the DocuShare Flex connection option, the Connect button under DocuShare Flex will be active on the Apps Connections page.
Clicking Connect will redirect to the Tenant URL specified by the OA in the settings, prompting a sign-in window where you can enter your credentials.
- After logging in with your credentials, you will be redirected back to the Syngrafii portal, where a successful connection will be indicated. The Connect button will then change to Disconnect.
- If you receive an error message and the connection is not established, please verify your credentials or consult your IT administrator for assistance.
Once connected, if the OA has enabled the Import option for DocuShare Flex, then you will see the DocuShare Flex icon under the Add Documents section when creating a Package. Clicking on it will open the DocuShare Flex File Picker window, allowing you to select documents to add to the Package.
- Once the signing is complete, if the OA has enabled the Export option for DocuShare Flex, the selected documents designated by the OA will be automatically exported to your DocuShare Flex folder.
You can disconnect DocuShare Flex at any time by going to the Apps Connections page and clicking Disconnect under DocuShare Flex. A confirmation prompt will appear, click Yes to complete the disconnection.