Docrio v2.5 Release Notes

Version: 2.5
Release Date: 05/26/2020

Package Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U0000058YLa 

Post Install Steps

  • New Installs
    • Run through the steps HERE
  • Upgrading from v2
    • No post install steps required!
  • Upgrading from v1
    • Follow the steps HERE

Features

  • Signature Merge
    • Provides the ability to merge in a users signature based on their role. Documentation can be found HERE.

       

  • Docrio Document Generation

    • Docrio App within App Launcher now includes a Docrio Document Generation. All of Docrio can now be found within this single app.

    • Each tab also exists on its own and can be launched separately. 

       

       

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