Log into your platform and click Your account - Settings in the top left hand corner.

Select the External Apps tab, then click Enable

On the following screen, copy the API Key ID

Log into Ezidox.
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Go to Settings on the top right.
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Choose Integrations and click Activate under CashDeck. 

Paste your API Key obtained from the previous steps and Save the settings

Go to Settings and choose Custom Documents.
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Click on ‘Create a New Document’ or you could also Edit an existing one.
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Add the necessary details (Title, Category, Description).
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Under Integrations, select CashDeck.

Once the integration has been created you can add it to your Custom Templates.

Now create your Document Request and don't forget to include your CashDeck document.

Your customer can now click on the document to upload their Bank Statements and Expense Analysis directly to Ezidox.

Feel free to click on the Help icon if you need a hand.