Sansan Guide (for administrator)
About an Administrator, Settings of Users and Authorities
- Inactivating a user
- PA Settings
- Changing a user's phone number and/or carrier
- What an Administrator is: What to do when an Administrator leaves his or her position
- What a sectional administrator is
- Invitation function / Regarding invitation management
Virtual Card
Department
- Adding, editing, and deleting departments
- Batch adding, editing, and deleting departments (CSV file import)
- Regarding individual items in the file (Adding, editing, deleting multiple departments at the same time)
- Changing department hierarchy and order of display
- Changing permissions for departments from a file (Access control)
- Manage accessibility of departments
Change Holder
Import Card Data
Reports
Oppotunities Setting
Security Settings
- Setting up SAML Authentication
- Making two-factor authentication mandatory (security settings)
- Two-factor authentication (Mobile App)
- Requiring passcode lock for the Mobile App (Security Settings)
- Authorizing devices that can use the Mobile App
- Cacheless Mode
Connecting with Salesforce (2018/10/1~)
- What is Salesforce Integration / Compatible Editions
- Steps for Salesforce Integration
- Install “Sansan_CI” Package
- Authenticating with Salesforce, Mapping Sansan and Salesforce Accounts
- File creation and import rules for mapping users (Salesforce integration)
- Detail of recipients settings
Connect with using API
Smartforms
- About Smart Forms
- About Smart Forms Admins
- Smart Forms: Form Linkage Settings
- Smart Forms: Form Linkage Settings (Step 1 of 3)
- Smart Forms: Form Linkage Settings (Step 2 of 3)
- Smart Forms: Form Linkage Settings (Step 3 of 3)
Sansan Meishi Maker
- About Sansan Meishi Maker (for admins)
- About Sansan Meishi Maker admins
- Setting Sansan Meishi Maker admins [Sansan Meishi Maker]
- How to create and edit card data (Sansan Meishi Maker)
- Authorizing requests(Sansan Meishi Maker)
- Approval flow settings (Sansan Meishi Maker)
Salesforce Opportunity Integration
Risk Intelligence
Surveys
CloudSign Contract Management
Other (Permissions, Sansan scanner settings, checking actual usage)
- Setting direct mail managers
- Using Contact Inbox (Mobile App)
- Email Signature contact creation setup
- Configuring Google Cloud and Google Workspace for Contact Inbox integration
- Regarding Apache Log4j and Sansan
- Integrating Outlook with Contact Inbox