Nothing simpler!


Just follow these steps



Locate your API Key from Cashdeck portal: 


  1. Login to https://my.cashdeck.com.au 
  2. Go to Your Account---->Settings 
  3. On the tab ‘External Apps’, enable the ezidox app. Your API Key will be shown, keep them safe! 






Now Activate CashDeck integration from ezidox portal: 


  1. Go to Settings,choose Integrations 
  2. Click Activate under CashDeck 
  3. Paste your API Key obtained from  previous steps and save the settings


After this, you need to flag the correct documents with CashDeck Integration. To do this: 


  1. Go to Settings,choose Custom Documents. 
  2. Click on ‘Create a New Document’ or you could also Edit an existing one. 
  3. Add the necessary details (Title, Category, Description) 
  4. Under Integrations, Select  CashDeck





 Once created, you can then add it to your custom template

 



Now create your Document Request and don't forget to include your CashDeck document,Your customer will click on the document and will be able to upload their bank statements directly to ezidox.