Active with remarks
This application needs additional settings. Please follow the documentation below to create your own connection.

Docupilot

Getting Started with Docupilot

The Docupilot module allows you to create a document in your Docupilot account and download it if needed for further processing.

Prerequisites

  • A Docupilot account

In order to use Docupilot with Boost.space Integrator, it is necessary to have a Docupilot account. If you do not have one, you can create a Docupilot account at dashboard.docupilot.app/signup.

[Note] Note

The module dialog fields that are displayed in bold (in the Boost.space Integrator scenario, not in this documentation article) are mandatory!

Connect Docupilot to Boost.space Integrator

To connect your Docupilot account to Boost.space Integrator you need to obtain the API Key from your Docupilot account.

  1. Log in to your Docupilot account.

  2. Open Settings > API settings.

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  3. Click the Add new API Key button.

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  4. Click the Generatebutton.

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  5. Copy the provided API Key.

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  6. Go to Boost.space Integrator and open the Docupilot’s module Create a connection dialog.

  7. Enter the API Key you have copied in step 5 and click the Continue button to establish the connection.