Document exchange through SBIS
The document exchange connector links portal documents with the SBIS electronic document exchange (EDO) operator. This lets you exchange legally significant documents — acceptance certificates, invoices, contracts — with counterparties without leaving the portal: outgoing documents are prepared straight from the document card, while statuses and signed copies are pulled back in.
This is a regional connector for Russia: it works with the SBIS operator (the card may show the brands of other operators as well, but the connection is configured for SBIS).
What you need to connect
The connection is set up by an administrator in the Integrations Hub (the CRM → Integrations section, the SBIS EDO profile). You will need:
- an exchange scenario — outgoing drafts only, or full two-way exchange;
- SBIS access — the login and password of the operator account;
- the organization and legal entities on whose behalf the portal handles the exchange;
- the SBIS cabinet address and the environment (production or test).
After saving, run the connection check. Sending and signing themselves stay in the SBIS cabinet — the portal prepares drafts and tracks statuses.
Outgoing documents
An outgoing document is prepared straight from the document card: the portal creates a draft in SBIS with a preview (so you can check what will be sent), tracks the signing status, lets you open the SBIS cabinet, and imports the result — the original, the signed copy, or both files.
This keeps the document manageable: it is visible in the portal with its status and links, rather than only in a separate operator cabinet.
Incoming documents
Incoming documents from SBIS are matched to a client: a counterparty matching step links the document to the right legal entity in CRM. Unmatched incoming items are collected in a separate queue, where an employee can process each one: link it to a client, re-match it, create a record, or set it aside.
This keeps incoming document flow from turning into an unsorted folder — each document gets a client and a place in the workflow.
Who sets it up
This is an administrator setting. Access to the documents and the exchange itself depends on permissions for documents and the related client cards. Do not show the SBIS login and password, the cabinet address, or the details of real counterparties in screenshots, and do not forward them.
Good practices
- Before the first exchange, check the organization, the legal entities, and the environment (test or production).
- Prepare outgoing documents from the document card rather than manually in the cabinet — this preserves the link and status in the portal.
- Process the incoming queue regularly so that documents do not stay without a client.
- For screenshots, use the test environment and fictional counterparties.
Common mistakes
- Mixing up the test and production environments during the first setup.
- Signing and sending only in the cabinet, forgetting to update the status in the portal.
- Leaving incoming items without counterparty matching — the document gets lost outside its client context.