SoftwareX Documentation
Everything you need to deploy, configure, and scale your SoftwareX and Smartsheet solutions — across Solution Manager, Unite, and Heimdall DLP.
User guides
20 guidesGetting Started
Solution Manager
Solution Manager OverviewAn introduction to Solution Manager, who it's for, and what each tool does.Bulk Column ManagerCreate, update, or delete the same column across multiple sheets at once.Bulk EditFind and replace text across sheet names, cells, formulas, hyperlinks, and more in one action.Clone Cross-Sheet ReferencesAdd or update cross-sheet references across multiple sheets simultaneously.Command AccessUpdate sharing permissions across multiple Smartsheet assets at once.Freeze FormulaCreate automations that record formula results into cells on a schedule or trigger.Dynamic Dropdown ValueSync dropdown values from a source column to destination columns across multiple sheets automatically.
Unite
Unite overviewLearn what Unite is, which connectors it supports, and how it keeps your data secure.Connecting an account in UniteSign in to SoftwareX and authorize a connector so you can start building a Unite workflow.Creating a workflow in UniteBuild an integration workflow in Unite to sync data between Smartsheet and a connected application.Managing workflows in UniteEdit, run, monitor, and delete Unite workflows from the Workflows Home Screen.Reviewing logs and troubleshooting in UniteReview Unite sync logs and resolve common workflow errors.
Heimdall DLP
Heimdall DLP overviewLearn what Heimdall DLP is and how it helps Smartsheet plan owners monitor, detect, and protect against data leaks.PrerequisitesWhat your team needs before configuring Heimdall DLP for your Smartsheet plan.Getting started and Sys Admin configurationSteps to configure System Administrators for Heimdall DLP on your Smartsheet plan.Classify and build your rulesCreate go-forward monitoring rules in Heimdall DLP to monitor user actions and data entries.Scan your entire plan for existing dataUse Heimdall DLP's scanning feature to identify existing sensitive data or estimate scan size before running a full scan.Detect and protectReview and manage events or data entries that violate your Heimdall DLP rules, both inside and outside the Heimdall app.