Email Integration: Security and Access Overview
OverviewFranConnect can display and attach email from your own mailbox through the Email Integration service, so that correspondence can be filed against CRM records. This article explains exactly how that connection is established, what FranConnect stores, what it can and cannot do inside your m...
DocuSign Integration: Security and Access Overview
How FranConnect authenticates to and interacts with your DocuSign accountOverviewFranConnect can send documents for electronic signature through your own DocuSign account. This article explains exactly how that connection is established, what FranConnect stores, what it can and cannot do inside y...