Getting Started – Security Roles

The below secuity roles are available: Zap ER Admin: This is needed for configuring Email Reader Data Source. Zap ER User: This is needed to be given to all users who need “Email Reading” functionality.

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Getting Started – High level Steps

Below are the steps needed to get started with Zap Email Reader App: Step 1: Register the license online Step 2: Configure Data Source (use install sample data feature to get started faster) Step 3: Add “Email Reader” Web Resource to Form / Dashboard / Sitemap (By default, we add only to “Account form” and […]

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Installing / Updating a Zap App

All Zap Apps are certified by Microsoft and are available on Microsoft AppSource. You can directly install the solution from below Microsoft AppSource link: https://appsource.microsoft.com/ Feel  free to email support@zapobjects.com if you have any questions. If you already have the solution file then follow below instructions to install the solution. Step 1: Browse to Settings […]

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Uninstalling a Zap App

Step 1: Backup any information regarding app configuration (please note that all solution configuration data will get deleted on solution uninstallation) Step 2: Verify app knowledgebase to check if there is any pre-requisite step needed before deleting the solution file Step 3: Browse to Settings >> Solutions. Select the solution file and click delete button.

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