When a location is added in the system ShareDo will present the user with a dialog to search address databases However in order for...
First posted: April 6th, 2022 2065 views 0 likes
This feature allows validation of the entry of bank account details. Where an account is correctly entered it will bring back additional details such...
First posted: April 6th, 2022 628 views 0 likes
Access this global feature at Launchpad > Modeller > Global Features. Search for exchange. Feature Description ShareDo implementations with Office 365 or Exchange On-premise can take...
First posted: April 6th, 2022 1391 views 0 likes
Prizm is the document preview software used by ShareDo to preview documents within the system. The end user use of the software is configured...
First posted: April 6th, 2022 867 views 0 likes
Reporting Feature Replaced in ShareDo 7.9.0 The Reporting feature is replaced by the Power BI Global Feature in ShareDo v7.9.0. Any existing connections created...
First posted: April 6th, 2022 667 views 0 likes
ShareDo provides the ability to send outbound emails. Sending these from ShareDo allows the case and task audit history to track communications sent to...
First posted: April 21st, 2022 8645 views 0 likes
To configure the Outlook Add-in for your environment, search for it on the Global Feature administration page of Modeller > Global features > All...
First posted: August 8th, 2024 477 views 0 likes
The Power BI feature allows Power BI reporting to be enabled within the system and provides an entry point for the configuration that should...
First posted: May 16th, 2025 80 views 0 likes
SMS or Text Messaging is a core part of the ShareDo system. We support this across the platform in several ways, including inbound messaging,...
First posted: July 14th, 2025 73 views 0 likes
To send messages from ShareDo, you must first configure a provider. Below are the instructions for configuring Twilio as an SMS Provider. To install...
First posted: July 17th, 2025 45 views 0 likes
In order to conduct AML and CMI through a third-party tool from ShareDo, you will first need to configure a provider. Below are the...
First posted: July 17th, 2025 110 views 0 likes