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.

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.

 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.

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”

Sync Organization Details:

1. Go to Docrio Admin Settings > Sync Organization Data

2. Click Sync