Before you begin configuring Docrio for document management and generation, you must first provision licenses and install the package in your Salesforce Org.
Provisioning
This must be done before installation and setup can be completed.
- Purchase Docrio licenses from Litify.
- Forward your provisioning information to your account representative:
- Customer Name
- 18-digit Salesforce Organization ID
- 15-digit Org IDs must be converted (https://sf1518.click/ )
A confirmation email is sent once the provisioning request has been approved. At that time you can begin installation.
Installation
Contact your Customer Success Manager (CSM) for all package install links. Once you've received your link, you can choose to install Docrio in either a sandbox for testing, or in your production Org.
Some users have reported an error when installing Docrio in a sandbox. Please see this article for troubleshooting steps.
Configuration
Move on to the Docrio Configuration Guide to continue installing Docrio.
