Practice management
Activate collaboration with Spiris Scanner
Invite your customers to collaborate in Spiris Scanner Your customers may have different relations to Spiris, the activation process can differ slightly. Therefore, choose the scenario below that fits your customer.
Watch this movie Bjud in till samarbete (in Swedish), to see how it works. And in the movie Acceptera samarbete, you can see how it will look like when a customer receives an invitation for a collaboration.
Your customer is already a customer of Spiris and uses Spiris Scanner.
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Spiris Scanner.
- Select Activate.
- In the list Task, select a task.
- On the page, select Activate.
You have now activated the collaboration and an email has been sent to the customer. There, the customer is asked to approve the collaboration by logging in to Spiris. Once this is done, you can start your collaboration.
Your customer is already a customer of Spiris, but does not previously use Spiris Scanner
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Spiris Scanner.
- Select Activate.
- In the list Task, select a task.
- On the page, select Activate.
You have now activated the collaboration as well as the solution for the customer. The customer receives an email and is asked to approve the collaboration and log in to Spiris. Once this is done, you can start your collaboration.
Your customer isn't a customer of Spiris today
To be able to activate a collaboration with a customer, you first need to have a task connected to the customer in Practice management.
- Go to Customers .
- Select the customer you want to activate the collaboration for.
- Select the tab Collaborations.
- Click on the icon for Spiris Scanner.
- Select Activate.
- In the list Task, select a task.
- On the page, select Activate.
You have now activated the collaboration as well as the solution for the customer. Also, the customer's administrator on Spiris has been created. The administrator now receives an email with information that the accounting office has activated the solution, and is asked to log in to Spiris in order to approve the terms and conditions. Once this is done, you can start your collaboration.
