Before you can activate our widget on Zendesk, make sure the email address of your edocr.com account and primary email address of your Zendesk account are the same. Otherwise, the widget will not behave as intended.

Create Widget

To add the widget to Zendesk:

1. Login to your Zendesk account
2. Select Settings
3. Select Extensions
4. Click Add Widgets
5. Select Custom
6. Give "edocr" as widget title
7. Click display
8. Under available, select "people who have logged in and are agents"
9. In the content area add the script below (after point 10)
10. Select create widget and Submit (see image below)

Displaying the Widget

1. Click on Forum
2. Select Edit Widgets on this page
3. Select edocr (see image below)

Adding a document from edocr.com to Forum Post

1. Select a particular Forum
2. Click Add article
3. Give it an appropriate title (example shows edocr user manual)
4. Select thumbnail and document title as you would select text (place mouse pointer left hand side of the image and then drag to right hand side)
5. Coy and paste into Text box
6. Add as many documents as you need
7. Click Add to save

Search for documents not shown

1. Add keywords to search box (above image shows search results for edocr customer manual)
2. Find the documents that matter for adding to forum posts
3. Refine search criteria until you find the appropriate documents.
4. Please note private documents are not shown (do get in touch if you wish to display private documents)

Responding to Comments

You could add documents to your comments as shown below

Responding to Tickets

Unfortunately, Zendesk's UI does not allow similar functionality. However, you can highlight the document title and drop it into the Text box to create a link to the document.