Admin - Syntaq

Overview

Syntaq is the 3rd party document automation solution integrated with the Portal. The Syntaq forms are made available to the portal through the “automation” user from https://andreyevlawyers.syntaq.com

Forms shared with this user are then pulled, using the Syntaq API, into Portal. These forms are hosted in an iframe so that we can control the look and feel of these forms using the custom CSS.

If you wish to Create, Edit or Delete existing forms you will need to have an account on the Syntaq portal - https://andreyevlawyers.syntaq.com

Permissions

As a user with Syntaq permissions, you will be able to View and Sync Syntaq forms from the Portal.

To access Syntaq forms, you need to have the following permissions.

• SyntaqForm.View
• SyntaqForm.Edit

Sync Syntaq Forms

The list of Syntaq Forms is pulled in from the Automation user in our Syntaq tenancy.

To update this list when a new Form is shared with that user or a Form changes its name, we need to sync the list with Syntaq.

To do so, click on the profile icon and select Administration to open the Administration Menu and then under Resources, click on Syntaq Forms.

Click the Sync Syntaq Forms button at the top right of the page to sync the forms. Look through the list to make sure the change has synced.

The new Form or update to a Form's name will now be live in Portal.

All other types of changes are managed in Syntaq, and do not need to be synced to be applied to Portal

Form CSS

Styling of the form is provided through the Syntaq system settings under the SYNTAQ portal.