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Articles tagged "single-sign-on" returned 179 results.
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Single Sign On
What is Single Sign On? Gold-Vision 8 makes use of a more secure Single-Sign-On (SSO) system. Gold-Vision SSO includes Two-Factor Authentication providing the following benefits… Helps the user experience. Provides...
Configure QuickBooks Online integration
...Alerts. The example below is based on the integration sending Gold-Vision Accounts to QuickBooks Online customers when the Gold-Vision Account Type is Customer Close modal 2. Gold-Vision Quote -> QuickBooks...
Using DocuSign Integration
...your item Submitted Sent to the signatories In progress Signed by at least one signatory Signed Signed by all signatories Cancelled Cancelled (by clicking the cross next to the document)...
Using the Adobe Sign Integration
...happens next Adobe sign will send the document and when it’s signed, this updates the eSign section on your item Close modal Submitted Sent to the signatories In progress Signed...
Configuring DocuSign Integration
...Gold-Vision itself. Two-Factor Authentication Explained DocuSign integration supports two-factor authentication via SMS and Phone Call. This functionality needs to be enabled on your DocuSign subscription. If you would like to...
Integrations Pricing
...Space with Account & Activity Pages Storage included as part of standard Gold-Vision Cloud allowance £295 Portal Subscription – Single Account Access On-Premise Customer up to 250 Contacts/ Logins One...
Adobe Sign Integration Overview
...will need an Adobe Sign account, if you are new to Adobe Sign, sign up here. To Setup the Adobe Sign Integration simply follow the instruction on the Configuring the...
Configuring the Adobe Sign Integration
...Sign Text Tag Guide has more info about the Adobe tags. Name {{*Name1_es_:fullname}} Position {{*Ttl1_es_:title}} Signature {{*Sig_es_:signer1:signature}} Date {{Dte_es_:signer1:date(dd/mm/yyyy)}} Note – (date when signed is updated automatically) Tip Tip:...
Using your Sage 50 Integration
...Accounts. Transaction History Import The transaction history import is a standard solution we can enable for integrations if required. Importing transaction history into Gold-Vision allows users to: Utilise Gold-Vision dashboards...
Using your Sage 200 integration
...is a standard solution we can enable for integrations if required. Transaction history is imported to purposed built extension tables within Gold-Vision. Importing transaction history into Gold-Vision allows users to:...
