Installing 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.

1. Go directly to AppExchange.
2. Find "3B Documents & e-Signatures".
3. Click Get It Now on the solution’s listing page.
4. Select your environment type: production or sandbox (test).
5. 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.
6. 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.

• 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:

1. Go to the Changelog page and select a version you want to install.
2. Read the instructions in the changelog before proceeding. Note that there might be upgrade/post-installation instructions posted specifically for the version you are installing.
3. Follow the Production/Sandbox link provided in the changelog.
4. When asked who to install the application for, choose "Install for All Users" unless you know what you are doing and need to install for specific user groups.
5. Click on "Install" and wait for the installation to complete. It may sometimes take a while for the install to finish, you will get an email with the results from the installation.

Post-Installation Instructions

After successful installation of the package in your chosen org, you are ready to use the application without any further set up required, granted that you will distribute documents only internally, to your salesforce/community/digital experience/portal users.

If you wish to share documents externally with non-salesforce users, you will need to set up a Site or Digital Experience with guest user access.

Upgrading

We regularly push upgrades to our customers, however if you wish to manually upgrade your instance to a specific version, follow the "Install from Link" instructions.