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Create users in DocuBuilder

Create users in DocuBuilder

Initially, the users should be known within DocuBuilder so that they can now be linked to Salesforce from there. (see next chapter)

Instructions

  1. Search for DocuFlow Settings in the App Launcher:

     

  2. Press Settings:

     

  3. Further detailed description for the user management can be found via Gebruikers DocuBuilder

Looking for labels? They can now be found in the details panel on the floating action bar.

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