Docrio V2 Post Install Instructions

If a client is upgrading from an older version of Docrio (any version of V1) the following post install steps are REQUIRED.

If a client is first installing Docrio, the Picklist updates need to be checked.

 

Page Layout Additions:

  1. Go to Salesforce Setup > Object Manager

  2. Search for the label ‘File Action Permission’

  3. Click ‘File Action Permission’

  4. Go to Page Layouts > File Action Permission Layout

  5. Search for ‘Create External Link’ and ‘Manage External Links’ and add them to the page layout

  6. Click Save

  7. Repeat for all of the page layouts referenced.

Label

Layout

Field Name

File Action Permission

File Action Permission Layout

  • Create External Link

  • Manage External Links

File View Field Preferences

File View Field Preferences Layout

  • Default Sort Ascending

  • Default Sort Column

Merge Input

Input Layout

  • Input Number Formula

  • Input Number Override

Merge Packet

Packet Layout

  • Times Merged

Merge Rule

Rule Layout

  • Order

Merge Template

Template Layout

  • Auto-merge

  • Times Merged

 

 

Picklist Updates:

Update to Merge Input

  1. Go to Salesforce Setup > Object Manager

  2. Search for the label ‘Merge Input' and click it

  3. Click ‘Fields and Relationship'

  4. Find ‘Input Type' (Input__c.Input_Type__c)

  5. Activate the 2 values referenced, found in the Inactive Values section

  6. If the Values are not present in the inactive section, please create them as New values.

Field

Value / API Name

Notes

Input__c.Input_Type__c

  • Conditional Section / Conditional Section

  • Global Image / Global Image

Activate if listed in the Deactivate section.

Add new if not listed.

 Picklist Updates:

  1. Go to Salesforce Setup > Object Manager

  2. Search for the label ‘File History' and click it

  3. Click ‘Fields and Relationship'

  4. Find ‘Action' (litify_docs__Action__c)

  5. Activate the value referenced, found in the Inactive Values section.

  6. If the value is not present in the inactive section, please create them as New values.

Field

Value / API Name

Notes

litify_docs__Action__c

  • External Link Created / External Link Created

Activate if listed in the Deactivate section.

Add new if not listed.

 

Picklist Value Set Updates:

  1. Go to Salesforce Setup > Picklist Value Sets

  2. Click Merge Input Data Types

  3. Add “image”

  4. Go back and edit the entered value to “Image”

Field

Value / API Name

Notes

Merge Input Data Types

Image / image

This needs to be added; the API name starts with a lowercase i

 

Sync Organization Details:

  1. Go to Docrio Admin Settings > Sync Organization Data

  2. Click Sync

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