WHAT'S COVERED IN THIS ARTICLE?
Zerion has partnered with WebMerge to give users the ability to streamline and automate document creation through the Zerion Web Service, Documents. Documents allow for Fillable PDFs, Microsoft Office templates, or "build your own" document templates to be merged with data from one or more sources automatically.
ZERION IDENTITY+ACCESS MANAGEMENT
ZIM, or Zerion Identity Management, is a web service that helps securely control access to Zerion resources for you and your users. ZIM controls who can use your Zerion resources (authentication) and what resources they can use and in what ways (authorization).
To enable access to Documents, a User or User Group must be given the appropriate permission via Identity+Access Management (ZIM).
ENABLE ACCESS TO DOCUMENTS
There is only one action pertaining to Documents, which is called "Build Document Templates". As a ZIM administrator, you will be able to allow or deny access to the Document Builder. Due to the simplicity of the policy set for Documents, a default policy is included in all companies called "Document Builder".
Please follow the steps below to grant users access to Documents.
From the Zerion Console, choose Identity Access Management.
Click Policies on the left menu.
Search for the Document Builder policy and select it.
Click the +ADD button to add individual users.
PLEASE NOTE: This is not the recommended practice, it is preferred to add users to user groups then assign policies to the groups.
Click on the Groups Tab, then the +ADD button to add User Groups
Choose the group you wish to add to the policy and click Add.
That's it! Any users directly assigned the policy or any users belonging to a user group assigned to the policy will be able to set up Document templates and customize Deliveries.