Integrations are a very advanced topic, only relevant for a small subset of users.
ClauseBase features integrations with three types of external services:
- electronic signature providers (e.g., Connective)
- services that provide input data for generating documents in ClauseBase (e.g., service that lists the ZIP code of each city)
- services to store generated MS Word or PDF documents (e.g., Microsoft Office 365)
Services can be configured using the integrations submenu in the upper right corner of the software. (As is the case with many other parts of the software, this menu may not be visible if you have insufficient rights).
- In the context of integrations, a service is a type of integration — typically (but not necessarily) operated by other companies. Examples of services operated by third parties are Microsoft Office 365, Salesforce or Dropbox. An example of a service operated by ClauseBase itself, is the spreadbase service for storing small databases within ClauseBase.
- A specific service may be integrated in more than one different way; each is called a service instance. For example:
- Microsoft Office 365 can be both a source of information for constructing documents (e.g., lists of entities in your company group) and a target for sending final MS Word / PDF documents to.
- The same spreadbase that lists all the entities in your company can be configured and integrated in several different ways: in one service instance showing just the entity name, in another service instance showing all types of administrative details together with the name.