Step 1: Install DocuFlow app for Salesforce

Owned by Jack Kuijper
21 Aug 2022
2 min read

This page describes the installation of the DocuFlow app

Video

 

Step by step

  1. Download the latest version of DocuFlow for Salesforce here.

  2. Choose for which users you want to install the app:

     

  3. Check the acknowledgement (1) and choose Install (2):

     

  4. Grant access to salesrequests.platform.documizers.com:

     

  5. Wait for a minute:

     

     

  6. And press Done:

     

  7. In Salesforce DocuFlow will appear under the Installed Packages: