Introduction

The user setup wizard guide.

Applicable Versions

  • Spindle Professional 2009
  • Spindle Professional 2012
  • Spindle Professional 6
  • Spindle Document Distribution v7
  • Spindle Document Distribution v8

Resolution

1. Open Spindle Professional Tools > User Settings > Launch User Setup Wizard.

2. Click next and fill in the fields.

3. Select your default printer. Leave it as Default Windows Printer if your printer is Window's default printer. This can be changed within Spindle Professional Tools.

4. Select your fax device.

5. Select your email device. If you'd like to use Microsoft Exchange, see this article: Setting up Microsoft Exchange Connector.

6. Select your CRM device. You will need authorised credentials to connect Spindle with your CRM device.

7. Click Next > and Finish

Knowledge Base Article Details

Related ProductSpindle Professional
Ref NumberKBA-01-01-007
Document Date16/11/2017
Original AuthorVince Hodgson
Document Versionv1.1
Last updated 16/05/2019
Update Author Vince Hodgson