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.
- Purchases Docrio licenses from Litify.
- Forward your provisioning information to your account representative:
- Customer Name
- 18-digit Salesforce Organization ID
- 5-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
See our Latest Release page for all package install links.