Installation Steps

Created by Docs Made Easy, Modified on Mon, 28 Jul at 3:51 AM by Docs Made Easy

Note:

You will have to Sign Up or log in from your Salesforce account to install the package.

Step 1: Go to Salesforce AppExchange and look for Docs Made Easy in the search tab. Then, click on the ‘Get It Now’ Button.

Step 2: Once you have logged in, you will see a popup like this. Here, click on the 'Install in Production' button.

Step 3: Once you click on the 'Install in Production' button, then you will see another pop-up as shown in the image below. After agreeing to the terms and conditions, you will have to click on the 'Confirm' and 'Install' button to install the package.

Step 4: After this step, it will redirect you to the Salesforce Login Page. Login to Salesforce from your account.

Step 5: After logging into Salesforce from your account, you will see the installation screen, something like this. Here, select 'Install for All Users' and click 'Install'.

Step 6: You will now see that the app is installing and granting access to all users.

Step 7: And, after the process is complete, you will see the app in the 'Installed Packages'.

Step 8: Click on the App Launcher (nine dot icon) located at the top-left corner of the Salesforce interface. In the search bar, type “Docs Made Easy” then click to open the application.