Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Search for DocuFlow Settings in the App Launcher:

  2. Press Settings:

  3. 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 firstsetup@documizers.com and the simple password ‘Documizers2022!’.
    Use the credentials and press Inloggen:

    Image RemovedImage Added

  4. If this is the first time, change the password of the user Admin firstsetup@documizers.com, 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 firstsetup@documizers.com → [Edit] → [Button: Change password]
    Find a secure password and enter it here.

    Image RemovedImage Added

  5. 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