Caddi

Configuring a custom Salesforce app for use with Caddi

Salesforce Setup

Configuring Laserfiche for use with Caddi

Laserfiche Setup

Configuring RingCentral for use with Caddi

Ringcentral Setup

Configuring Microsoft Graph for use with Caddi

Microsoft Setup

Reference for common integration questions

General Integration FAQ

Integration guide for DocuSign eSignatures

DocuSign Setup

NetDocuments Setup

The process for rotating a new client secret in the Azure console

Rotating Microsoft Graph Oauth App Client Secret

Configuring Multiple Instances of an Enterprise Strategy

Guidance for enterprise teams to manage Caddi integration approval and consent configuration.

Microsoft Azure Approval/Consent Guidance

Allow Caddi application usage in restricted environments.

Managing Caddi Azure Applications Without User Requests

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Conga Setup

Orion Setup

Setup guides for customizable application authentication

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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