3B Marketplace: Difference between revisions
(Created page with "== Intro == The 3B Marketplace is a one-stop-shop to download forms and documents and install them in a customer's environment. == Use Cases == There are a few use cases for the 3B Marketplace: * Shorter implementation lifecycle * Government and Legal forms === Easier Implementation === Due to the fact that we can publish forms and documents, we are slowly going to build up a library, that will eventually lead to a shorter implementation cycle. Simply install a docum...") |
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Revision as of 09:17, 5 April 2024
Intro
The 3B Marketplace is a one-stop-shop to download forms and documents and install them in a customer's environment.
Use Cases
There are a few use cases for the 3B Marketplace:
- Shorter implementation lifecycle
- Government and Legal forms
Easier Implementation
Due to the fact that we can publish forms and documents, we are slowly going to build up a library, that will eventually lead to a shorter implementation cycle. Simply install a document and edit it to match the client branding or requirements
Government and Tax Forms
3B is preparing to establish a team of compliance experts that will publish and maintain US, UK and Australia government and tax forms. This is due to be rolled out in Q3 2024 and will be an additional licensed feature.
Important
Since 3B can't deploy fields and objects through the marketplace, some documents may require additional post-installation configuration
Admin (Internal)
The admin panel is accessed through /marketplace/public/index.html. You need valid credentials to open and manage this page.
When creating a new template, you'd need to upload a record JSON file and (where required) a form, document or sign .3bt file.
Record JSON
The record JSON defines the fields of the record that will be created. These are static and cannot be conditional. This must be a valid JSON file.
Record File
The record file is any supporting file that is required for the application to operate correctly. Templates, Sign and Forms all generate a .3bt file that needs to be uploaded in this field.
Admins can update and delete templates as necessary.