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1. In Salesforce go to Setup:

   

    

2. Search for Platform Tools > Apps > App Manager:

   

    

3. Press New Connected App:

   

    

4. Under Basic Information fill in the three required fields:

   

    

   • Connected App Name: DocuFlow_Connected_App

   • API Name: DocuFlow_Connected_App_Documizers

   • Contact Email: Your own email address

5. Under API (Enable OAuth Settings) check Enable OAuth Settings:

   

    

6. Two new required fields will appear: Callback URL and Selected OAuth Scopes.

7. In the Callback URL field, fill in the following URL (replace xxxxx with your own DocuFlow (DocuBuilder) instance name):
   https://xxxxx.platform.documizers.com/DocuBuilder/EntrySalesforceOAuth.aspx

   This Callback URL field can also be found in DocuFlow Settings. See Step 4: Get OAuth Callback Url and click on the icon on the right of the Oauth Callback Url field to copy the URL to your clipboard and paste it in the Callback URL field in Salesforce:

   

    

    

8. Under Available OAuth Scopes select Full access (Full). Move it to Selected OAuth Scopes by pressing Add between the two columns:

   

    

9. Press Save to save the new connected app:

   

    

10. Salesforce will give you a warning. Press Continue: