MS Graph

Description of preparation for connecting to MS Graph. Ensuring permissions and obtaining ID. Setting up a cron job for use in the template.

ISDOC.PDF

Available from version 5.3.38. ISDOC.PDF is a format for the electronic representation of both the visual and content aspects of an invoice. It is a PDF file that includes an XML representation of th…

DocuSign

Communication with DocuSign assumes the existence of a user in DocuSign who grants TAS (the application) authorization (grant), based on which TAS can act on their behalf and issue documents for sign…

TAS call module - TAS 2 TAS (process creation via API)

How to create a new case from a template and populate its variables via the REST API (Start Process API endpoint, atomic operation), and how to upload a document to an existing case via /api/dms/upload. Covers Bearer token authentication, request formats, examples (cURL, Node.js), and error behavior.

DB View

Variables. A variable must be created for each column of dynamic rows that you want to display in the report. For example, a date column named issueDate creates a new date variable named IssueDate Ca…

API tokens - application access

API tokens (available from version v5.17) enable B2B access to the TAS API without logging in via a user account. A token is bound to a system user and their permissions, and is sent in the Authorization: Bearer header. It is displayed only once when generated, and invalidation is irreversible.

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