Step 1: Install DocuFlow app for Salesforce
This page describes the installation of the DocuFlow app
Video
Â
Step by step
Download the latest version of DocuFlow for Salesforce here.
Choose for which users you want to install the app:
Â
Check the acknowledgement (1) and choose Install (2):
Â
Grant access to salesrequests.platform.documizers.com:
Â
Wait for a minute:
Â
Â
And press Done:
Â
In Salesforce DocuFlow will appear under the Installed Packages:
Â
Â
Â