Installation¶

Preparations¶

The following components must be installed on the server:

Note that CiviOffice requires at least CiviCRM Core 5.44.

Verifying successful unoconv installation¶

If unoconv --version prints out the unoconv version, your installation was successful.

Installing the extension¶

This extension needs to be installed manually into CiviCRM. It is not (yet) available from the built-in extensions catalog.

First, download an official release archive from the release page. Unpack the archive and move the directory into your extensions directory (e.g., .../civicrm/ext/). You can find the exact location in your CiviCRM settings ( Administer > System Settings > Directories).

Next, open the extensions page in the CiviCRM settings (Administer/System Settings/Extensions). Find the extension CiviOffice in the Extensions tab and click on Install. The extension will be set up, including new navigation menu items.

Basic configuration steps¶

Assign the permission "Access CiviOffice" to user roles as needed.
In the new CiviOffice navigation, go to CiviOffice Settings to set up your document stores, renderers and editors
The documents used in CiviOffice can be managed via under "Upload Documents"
Optional: Create an activity type such as "Created Document (CiviOffice)"

Known issues¶

If the web server's user and the unoconv user are not identical, these permissions must be set. Otherwise unoconv/libreoffice cannot be used as a converter in CiviOffice.

Dependencies and configurations for extended functionalities¶

in order to integrate with the Donation Receipts extension, install de.systopia.donrec 2.1+ and select the template you want to use for cover letters in the extension settings
to send CiviOffice documents as email attachments, install de.systopia.mailattachment 1.0+ and:
for contacts and contributions, install de.systopia.mailbatch 2.0+
for participants, install de.systopia.eventmessages 1.1+