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Installing 3B Docs: Difference between revisions
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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: | 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: | ||
# | #Go to the [[:Category:3B Docs Changelog|Changelog]] page and select a version you want to install. | ||
#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. | |||
#Follow the Production/Sandbox link provided in the changelog. | |||
#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. | |||
#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. | |||
== 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. | |||
== Post-Installation Instructions == | == 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. | |||