Installing 3B Docs: Difference between revisions
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[[Category:3B Docs]] | [[Category:3B Docs]] | ||
Installing 3B Docs is straight-forward, however don't forget that you need to follow the post-installation instructions in order to get full access to the application's capabilities. | |||
== Install from AppExchange == | |||
Use the AppExchange to get the latest public version of the app. | |||
# Go directly to [https://appexchange.salesforce.com/ AppExchange]. | |||
# Find "[https://appexchange.salesforce.com/listingDetail?listingId=a0N4V00000IJFTdUAP 3B Documents & e-Signatures]". | |||
# Click Get It Now on the solution’s listing page. | |||
# Select your environment type: production or sandbox (test). | |||
# Enter the requested information. For production environments, enter your username and password, read the user terms, select the I have read and agree... checkbox, and click Install. For sandbox environments, complete the information in the form provided, and click Submit. This package is removed from your sandbox organization whenever you create a sandbox copy. | |||
# Review the package items, and click Continue. | |||
== Install from Link == | |||
Use the this approach to install a specific version of the package. You can choose what version you want to install by going to the Changelog page. | |||
*[[:Category:3B Docs Changelog|View Changelog]] | |||
Please note that not all versions in the Changelog are supposed to be generally available (they may still be in Beta/QA stage), so please make sure to read the details posted for each version of the package before proceeding. Follow these steps to install from a link: | |||
# | |||
== Post-Installation Instructions == | |||
Revision as of 02:39, 12 August 2022
Installing 3B Docs is straight-forward, however don't forget that you need to follow the post-installation instructions in order to get full access to the application's capabilities.
Install from AppExchange
Use the AppExchange to get the latest public version of the app.
- Go directly to AppExchange.
- Find "3B Documents & e-Signatures".
- Click Get It Now on the solution’s listing page.
- Select your environment type: production or sandbox (test).
- Enter the requested information. For production environments, enter your username and password, read the user terms, select the I have read and agree... checkbox, and click Install. For sandbox environments, complete the information in the form provided, and click Submit. This package is removed from your sandbox organization whenever you create a sandbox copy.
- Review the package items, and click Continue.
Install from Link
Use the this approach to install a specific version of the package. You can choose what version you want to install by going to the Changelog page.
Please note that not all versions in the Changelog are supposed to be generally available (they may still be in Beta/QA stage), so please make sure to read the details posted for each version of the package before proceeding. Follow these steps to install from a link: