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Door Integration Guide

Overview

The Door integration is an add-on feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.

Responsive integrates with the Door platform, allowing you to easily locate content in the Responsive Content Library and apply the answer in the Door app. This allows you to use Responsive content to seamlessly respond to questionnaires in Door (improving efficiency and speed in publishing), as well as sharing due diligence information with allocators, analysts, and fund investors.

  • A Door icon appears in Responsive to indicate the content has been used in Door, and users can filter for content used in Door.
  • Users are notified in Door each time a library response (source content) is edited. Notifications are sent for meaningful content updates only, such as updates to responses, not metadata edits.
  • Merge tags can be applied to responses in Door, and users are notified each time the merge tag values are edited in Responsive.
  • Responsive content used by Door is tracked in Responsive; we update the Used Count in our library and track the history in the Used History report.

Permissions

The Responsive External API must be purchased in order to use this integration, and External API permission has to be enabled for the user/custom role in order for them to generate the API token in Responsive.

Select the applicable tab for your edition of Responsive.

  • Setting Up the Door Integration

    1. In Responsive, go to My Accounts > Integrations.
    2. Under the API Tokens section, click Generate API Token on the Responsive API Token tile.
    3. Click Copy to copy the API token to be used while integrating with Door.
    4. In Door, click Integration from the left navigation pane and select Library.
    5. Do the following on the Content Library Integration page:
      • Select Responsive from the Choose your Content Library drop-down menu. The base URL will be auto-populated.
      • Paste the API token that was copied in Step 3 above.
      • Click Add Credentials to link the Door account to Responsive.
    6. To configure a custom field search, select the custom field from the Custom Field drop-down menu and click Add Custom Field for Filtering. The added fields will be displayed.

      • Ensure that the custom fields that you want to use for filtering on Door are marked as Searchable in Responsive Organization Settings > Content Library.
      • Door will list all custom fields, but only those that are searchable in Responsive can be used for filtering results. 

    Watch the short video below for a quick walkthrough of this process.

    Searching and Applying Responsive Content in Door

    1. In Door, click Product from the left navigation pane. The Products page will be displayed. 
    2. Select the product that you want to search content from. The Product Overview page will be displayed.
    3. Click Go to DDQ. The Door question answering page will be displayed.
    4. Click the question that want to search for an answer for.
      Note: You can search and apply answers only for the Rich Text Editor answer type.
    5. Click the Link icon. You will be navigated to the Responsive Content search page. 
    6. Enter the search term, specify the collection, tag, custom field, and search for the content. The matching content will be displayed.
      • The search is based on the Door Question statement by default. However, you can override the search content to search the Responsive Content Library using any terms that would help fetch better results.
      • The Preferences option in the upper right-hand side allows you to save collection, tag, and custom field selections.
        • This way, as an editor works through a question set where a particular set of collections, tags, and/or custom fields is appropriate for the entire product, the search filter settings may be saved for ease of reuse.
        • Click the Star icon and then the Save icon to save the current search filter settings. Click the Trash icon in the Preferences window to clear the search filters.
    7. Click the Apply icon to apply the answer from Responsive Content Library to the question in Door.
      • Once the responses are applied, a link is displayed in Door, indicating that the response was applied from the Content Library. To unlink content, click the Link icon displayed on the top bar of the Response window and click Unlink in the pop-up that is displayed.
      • Content import includes:
        • Basic text formatting for bold and italics
        • Bullet points
        • Justification and paragraph breaks
        • Inline images
        • Merge variable contents
        • Tables created in Responsive (including table structures with merged cells)
      • Content import does not include:
        • Changes in font face and style
        • Attachments

    Watch the short video below for a quick walkthrough of this process.

    Managing Responses in Door

    Once the content is applied in Door, you can edit it content once it is applied in Door. Edits made in Door don't result in suggested changes for review within the Responsive Content Library; however, a link is established between this question in Door and the content in Responsive.

    1. Click the Manage icon from the left navigation pane.
    2. Select the response you want to edit and click Edit Response.
    4. Make the required modifications on the Edit pop-up and click Save.
      Note: Modifying a response updates the response for all products using it. 

    Responsive Dashboard in Door (In Progress)

    Once the integration is established between Responsive and Door, a Responsive tab appears in the Door dashboard. This tab displays a list of any Responsive response content IDs used in Door question responses. Door monitors this content in Responsive for any updates in the response.

    • To filter and view content with updates in Responsive, switch from the All links toggle to Updates available.
    • Click the Expand icon to expand the section for a specific content ID to see the full text of the updated response content and where it is used in Door, and for which products. 
    • Use the Review all updates option, or go directly to Publish all updates (there is a confirmation dialogue before publishing all available updates).
    • You may select a combination of question and product using the checkboxes to the left (or use Select All) and then click Apply to selected products directly.
    • Alternatively, click the Review contents button for a more detailed view of the current response as listed on Door, everywhere the response appears in Door with this Responsive content ID.
    • Use the Expand icon to expand the section for a specific combination of products and questions, to view the current response and compare it to the latest update retrieved from Responsive, including the ability to produce a difference to see what changed.
    • Use the checkboxes to select the updated response content from Responsive and apply that content to the combination of Product and question listed. There are optional buttons to apply the update (changing the response to Ready to Publish status), or apply and publish at the same time.

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Setting Up the Door Integration

    1. In Responsive, go to My Accounts > Integrations.
    2. Under the API Tokens section, click Generate API Token on the Responsive API Token tile.
    3. Click Copy to copy the API token to be used while integrating with Door.
    4. In Door, click Integration from the left navigation pane and select Library.
    5. Do the following on the Content Library Integration page:
      • Select Responsive from the Choose your Content Library drop-down menu. The base URL will be auto-populated.
      • Paste the API token that was copied in Step 3 above.
      • Click Add Credentials to link the Door account to Responsive.
    6. To configure a custom field search, select the custom field from the Custom Field drop-down menu and click Add Custom Field for Filtering. The added fields will be displayed.

      • Ensure that the custom fields that you want to use for filtering on Door are marked as Searchable in Responsive Organization Settings > Content Library.
      • Door will list all custom fields, but only those that are searchable in Responsive can be used for filtering results. 

    Watch the short video below for a quick walkthrough of this process.

    Searching and Applying Responsive Content in Door

    1. In Door, click Product from the left navigation pane. The Products page will be displayed. 
    2. Select the product that you want to search content from. The Product Overview page will be displayed.
    3. Click Go to DDQ. The Door question answering page will be displayed.
    4. Click the question that want to search for an answer for.
      Note: You can search and apply answers only for the Rich Text Editor answer type.
    5. Click the Link icon. You will be navigated to the Responsive Content search page. 
    6. Enter the search term, specify the collection, tag, custom field, and search for the content. The matching content will be displayed.
      • The search is based on the Door Question statement by default. However, you can override the search content to search the Responsive Content Library using any terms that would help fetch better results.
      • The Preferences option in the upper right-hand side allows you to save collection, tag, and custom field selections.
        • This way, as an editor works through a question set where a particular set of collections, tags, and/or custom fields is appropriate for the entire product, the search filter settings may be saved for ease of reuse.
        • Click the Star icon and then the Save icon to save the current search filter settings. Click the Trash icon in the Preferences window to clear the search filters.
    7. Click the Apply icon to apply the answer from Responsive Content Library to the question in Door.
      • Once the responses are applied, a link is displayed in Door, indicating that the response was applied from the Content Library. To unlink content, click the Link icon displayed on the top bar of the Response window and click Unlink in the pop-up that is displayed.
      • Content import includes:
        • Basic text formatting for bold and italics
        • Bullet points
        • Justification and paragraph breaks
        • Inline images
        • Merge variable contents
        • Tables created in Responsive (including table structures with merged cells)
      • Content import does not include:
        • Changes in font face and style
        • Attachments

    Watch the short video below for a quick walkthrough of this process.

    Managing Responses in Door

    Once the content is applied in Door, you can edit it content once it is applied in Door. Edits made in Door don't result in suggested changes for review within the Responsive Content Library; however, a link is established between this question in Door and the content in Responsive.

    1. Click the Manage icon from the left navigation pane.
    2. Select the response you want to edit and click Edit Response.
    4. Make the required modifications on the Edit pop-up and click Save.
      Note: Modifying a response updates the response for all products using it. 

    Responsive Dashboard in Door (In Progress)

    Once the integration is established between Responsive and Door, a Responsive tab appears in the Door dashboard. This tab displays a list of any Responsive response content IDs used in Door question responses. Door monitors this content in Responsive for any updates in the response.

    • To filter and view content with updates in Responsive, switch from the All links toggle to Updates available.
    • Click the Expand icon to expand the section for a specific content ID to see the full text of the updated response content and where it is used in Door, and for which products. 
    • Use the Review all updates option, or go directly to Publish all updates (there is a confirmation dialogue before publishing all available updates).
    • You may select a combination of question and product using the checkboxes to the left (or use Select All) and then click Apply to selected products directly.
    • Alternatively, click the Review contents button for a more detailed view of the current response as listed on Door, everywhere the response appears in Door with this Responsive content ID.
    • Use the Expand icon to expand the section for a specific combination of products and questions, to view the current response and compare it to the latest update retrieved from Responsive, including the ability to produce a difference to see what changed.
    • Use the checkboxes to select the updated response content from Responsive and apply that content to the combination of Product and question listed. There are optional buttons to apply the update (changing the response to Ready to Publish status), or apply and publish at the same time.

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