This article will help you integrate your Jane instance with your Documo account.
This video shows you how to connect Jane with Documo as an admin or owner role:
This video shows how to connect as a user role:
Admin Integration
Step 1: Open the Integrations Section in Jane
From the dashboard sidebar, scroll down and click on Integrations.
Step 2: Install the Documo Inbound Integration
Under the Marketplace, locate Documo Inbound and click Get Started, then click Install.
Step 3: Set Up and Authorize the Jane Integration
Click Set up the Jane Integration, select Continue, and authorize access in the pop-up window when prompted.
Step 4: Close the Integration Settings
Click outside the Integration Settings modal to close it and complete the setup.
User Integration
Step 1: Open the Integrations Section in Jane
From the Settings sidebar menu, click on Integrations.
Step 2: Start the Documo Inbound Integration Setup
In the Integrations list, locate Documo Inbound and click Get Started.
Step 3: Install Documo Inbound
On the Documo Inbound integration page, click Install to begin the setup. You will be redirected to the Documo sign-in page.
Step 4: Sign In and Authorize Access
On the Documo sign-in page, click Sign in with Jane. In the pop-up window that appears, select Authorize to grant access and establish the connection between Jane and Documo Inbound.
If you have any other questions, please reach out to support@documo.com.