Search found 7 matches

by rdaneel
Mon Feb 13, 2012 1:21 pm
Forum: Integration Development
Topic: Setting the Trust Account for an order via the API
Replies: 23
Views: 4931

Re: Setting the Trust Account for an order via the API

Thanks Melissa. I might just take you up on the offer for a beta when the API comes out. I appreciate the help!
by rdaneel
Fri Feb 10, 2012 12:59 pm
Forum: Integration Development
Topic: Setting the Trust Account for an order via the API
Replies: 23
Views: 4931

Re: Setting the Trust Account for an order via the API

Thank you for the information. Is there an ETA on the next release? Also, is there a list of additional potential functionality that will be in the release available?

Thanks Again,
Michael
by rdaneel
Tue Feb 07, 2012 11:53 am
Forum: Integration Development
Topic: Setting the Trust Account for an order via the API
Replies: 23
Views: 4931

Setting the Trust Account for an order via the API

I might just be missing it, but where do you set the trust account for an order during creation via the API?

Thanks,
Michael
by rdaneel
Wed Jul 13, 2011 12:34 pm
Forum: Integration Development
Topic: Document Events via the API
Replies: 2
Views: 217

Re: Document Events via the API

Mark,
I will look in to that, thank you!

-RD
by rdaneel
Tue Jul 12, 2011 11:42 am
Forum: Integration Development
Topic: Document Events via the API
Replies: 2
Views: 217

Document Events via the API

Can we create an event that will alert us when a document is published?
We need to get Order #, Document Name, date/time/user published as
these events happen.
by rdaneel
Tue Jul 12, 2011 11:40 am
Forum: Integration Development
Topic: Using the API can we set the active Profile in the UI?
Replies: 1
Views: 205

Using the API can we set the active Profile in the UI?

Using the SoftPro API can we set the current/active Profile within the SoftPro UI?
If so, how? Along those same lines, can we determine if there are orders open
and close them (prompting the user to save if there are pending changes)?
by rdaneel
Tue Jul 12, 2011 11:31 am
Forum: ReadyDoc Development
Topic: Using the API to populate ReadyDocs for an order in the UI
Replies: 1
Views: 293

Using the API to populate ReadyDocs for an order in the UI

Can we use the SoftPro API to populate the ReadyDocs for an order that is open within the UI? If so, can we set the document name (rather than prompting the user)?
Along those same lines, can we clear out the ReadyDocs area for the open order ahead of populating it?

Thanks,
Michael