Documentation Management
Are you struggling to keep track of your customers info (i.e., files, addresses, passwords)? Interested in a documentation management integration?

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Dakota Ross commented
I second the two-way sync with Hudu idea.
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Dennis Schraa | DS Automatisering commented
We would love this. Everything is now in onenote with password protection.. Would love to implement it in Atera. It is also a good thing for Atera self.. As that we as customer are more and more implemented to the system
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RimCir commented
Customizable notes tab , text editor would be nice to have.
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Carey Hazelwood commented
I am struggling to find a good way to store customers credentials. This would be useful for allowing other techs in my firm access to this information to better serve our customers. I have spent some time with the current password storage area in Atera, but the workflow of entering information is not very efficient. A way to import such data would be nice.
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Rick Patin commented
Hudu Documentations Two-way sync!!!! and the ability to see Hudu with in Atera
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Dave Webster commented
365 integration would be nice. I'd be happy with a sharepoint > document library that just uses customer ID on a folder to keep it all organised that's what I do with most systems now.
Then we can integrate flow etc to do clever stuff straight off the back of it. -
Ronald Reyes commented
If implemented Markdown support would be awesome.
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Thanet Computer Solutions Ltd commented
Vote from me. Just a notes tab in the customer section would be ideal. I often need to take notes such as backup schedules or just things that jog my memory. Plain text area would be all it takes.
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Wallace Cinnamon commented
two way sync with IT Glue.
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Carlos Carrasquillo commented
I know you guys currently Integrate with IT Glue but it would be awesome to be able to sync over documentation so we can then use that documentation for the knowledgebase.
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Helpdesk Mediaspring commented
Would be a great help to keep everything in one place!