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Sign In to DocGeneration Panel

When a Knowledge Source Word Document is opened from the Breeze environment a sign-in into the DocGeneration ribbon might be required.

If the user is not signed in to the ribbon, opening a template should automatically prompt the user to sign-in by informing them that they do not have access:

Cloud based Breeze tenants are setup with the SharePoint environment utilising Forms Based Authentication; this should be the type of authentication used when signing into the DocGeneration ribbon as the DocGeneration constantly communicates with the SharePoint server hence requiring authentication.

To sign in to the DocGeneration ribbon:

1) Navigate to the DocGeneration Ribbon.


2) Click on Set Credentials.


3) Select Forms based authentication.

4) Fill in your Breeze login credentials.

 

Once this is done, the ribbon will authenticate the credentials and activate the ribbon.

 

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