How to Install Docs Made Easy

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

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

Figure: 01

Step 2: Once you click on the Get It Now button, you will see a popup like this. Here, Click on the Install in Production button.

Figure: 02

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

Figure: 03

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

Figure: 04

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

Figure: 05

Step 6: You will now see that the Docs Made Easy app is Installing for All Users.

Figure: 06

Step 7: And, finally, you will see the Docs Made Easy app installed in Salesforce.

Figure: 07

Step 8: Here, when you click on the Docs Made Easy app package, you will see a screen as shown below.

Figure: 08