Start by installing the integration package.
Warning: Installing the Docupace integration package will make SSN (Social Security Number) field mandatory for all Salesforce Accounts and Contacts, even those that will not have a corresponding record in the Docupace system.
Tip: The installation may take 2 to 10 minutes and is progressing on the server-side. You will receive an email notification when the process is complete. You do not need to keep the window open. While you wait, you may proceed with other steps while.