Installing the Docomotion Package

 

Supported Salesforce Editions 

Docomotion App can be installed on the following Salesforce editions: Enterprise, Unlimited, Force.com, Developer, and Performance edition.

Document generation via Salesforce Classic, Salesforce Lightning Experience, and Salesforce1 (mobile).

 

To install the Docomotion Package:

1. Install Docomotion into your Salesforce organization by visiting Docomotion App on the AppExchange.

2. In the Docomotion window click on the I_getitnow.

3. Choose where you would like to install Docomotion for Salesforce; the Login window is displayed.

install2

4.  Login to Salesforce with your Salesforce User Name and Password.

5.  Details regarding the installation are displayed. Check and click Confirm and Install.

6.  Choose one of the installation options:

  • Install for Admins Only if you don’t want to select the usage settings for each profile in your organization now.
  • Install for All Users if you want to give full access to all users in your organization (recommended).
  • Install for Specific Profiles if you do want to select the usage settings for each profile in your organization, and use the two profiles provided with the App.
    As a best practice Docomotion recommends selecting this option. After installation, you can give access to a user by using the Docomotion Permission Sets.

7.  Click Install.

8.  Approve Third Part Access and click Continue.
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9.  When you are notified that the Installation is completed click Done.

10.  Check that the Docomotion package has been installed: In Salesforce click Setup to open the Salesforce Setup sidebar. In the sidebar click Platform Tools>Apps>Installed Packages.

 To uninstall the package click Uninstall.
You now need to configure Docomotion.