The custom Convoke Tools will allows you to save attachments from emails for specific clients.

To Enable

This option is locked down by the administrator. For a user to access this tool, you must add the user the following role:

• API Access

Please email support@concepts2code.com so this can be enabled for you.

To Set up the Tool

Please click the following link to install the tool from this site:  https://apps.concepts2code.com/Apps/ConvokeTools/

Click the install button:

This will launch you to the main screen with two options.

• Download Documents
• Settings

Settings

You will need to complete a one-time set up to allow access to your data.

Select SETTINGS then enter your information in as follows:

1. TWP Admin URL -   Your admin site URL (portal.yoursite.com/admin)
2. TWP Username – The user name you use to log into your portal
3. TWP Password – Your password for the portal
4. Click SAVE and close the window

If your credentials or your URL are invalid you will receive an error for invalid credentials or invalid URL: 

Once entered correctly, these settings will save and going forward you will not have to log into the tool.

Document Downloads

After you have saved your settings, go back to the tool, and select DOWNLOAD DOCUMENTS.

This will bring up a variable date range. You may select a range of dates, or you can select a specific date. Once you have selected your date(s), click the DOWNLOAD button.

This will download your documents for the specified client to a zipped folder. Open your folder and your documents will be available inside.

If your file download letter type appears as "unknown" ensure to verify your email template name and letter type are correct in the SETTINGS under Convoke PDF Template to Filename Mapping. This should appear in the format of Template:LetterType