How do I link with FID-Manager?
There are a few steps that you only need to go through once to create a link.
Go to Documents / Document parameters.
Add a new type of document.
Click Add Type Document.
Fill in Claritalk Summary
Make this document type available to the API.
Click on "Parameters for the access of external software (API)"
Click on Claritalk.
Before performing next steps, you will first need to contact FID Manager support to activate the link with Claritalk within FID-Manager. We update this article when it happens automatically.
You will receive an email with the access codes.
Click on "Documents" / Other, and enter "CLARI" at Claritalk.
Go to Claritalkhttps://app.claritalk.com/user/profile?setting=marketplaceClick on Fid-Manager.
Enter the access codes.
Then click Configuration and enter the partner code CLARI.
and voila!
When starting a meeting, you can now select the relationship with whom you are doing the meeting.
After the meeting, the PDF of the meeting will be added to the relationship.
Good luck!
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Please indicate a signalsupport@claritalk.comAnd we will help you quickly.
Please indicate a signalsupport@claritalk.comAnd we will help you quickly.