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In the next step Step 5: Create DocuFlow Connected App in Salesforce you need the DocuFlow OAuth Callback Url. This page describes how to open the DocuFlow Settings page where you can get it. |
Video
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Step by step
Search for DocuFlow Settings in the App Launcher:
Press Settings:
The DocuFlow (DocuBuilder) login page will start in a new browser tab. Fill in your Username (Gebruikersnaam) and Password (Wachtwoord)
When this is the first time, DocuFlow (DocuBuilder) still contains the username ‘Admin’ firstsetup@documizers.com and the simple password ‘system’‘Documizers2022!’.
Use the credentials and press Inloggen:
If this is the first time, change the password of the user Admin, to a secure password.
>> You are free to change the Login name and other data in this section. Further explanations can be found in the next chapter.
Go to: User management → Users → User ‘Admin’ firstsetup@documizers.com → [Edit] → [Button: Change password]
Find a secure password and enter it here.
Choose Salesforce > Settings in the menu on the left side and keep the page open while you continue with the next step: Step 5: Create DocuFlow Connected App in Salesforce
