After installing the Docupace Integration package on the Salesforce site and configuring all necessary settings, you need to add Docupace menu items (buttons) and apps (related lists) to the layouts of Salesforce objects. This example shows how to add Docupace menu items (Docupace Dashboard, Docupace Client Folder, and Docupace Starting Point) and apps (Docupace Documents and Docupace Work Items) to the layout of the Account page in the Salesforce Lightning UI and customize them. To do that, the steps are:
Step 1: Add Mobile & Lightning Actions to Account Page Layout
Step 2: Add Apps to Related Lists Section of Account Page Layout
Step 3: Customize the Docupace Work Items App
Step 4: Customize the Docupace Documents App
Step 5: Add a Visualforce Page Element for Account Page Layout
Available App Columns
Docupace Work Item Columns
Barcode (link)
Client ID
Client Sub Folder Detail (link)
Contact
Created By
Created By Alias
Created Date
Documents List (link)
Event Type
Last Activity Date
Last Modified By
Last Modified By Alias
Last Modified Date
Last Note
Opportunity ID
Other Description
Owner Alias
Owner First Name
Owner Last Name
Product Description
Product Type
Received Connection Name
Rep First Name
Rep Last Name
Request Number
Request Status
Request Type
Sent Connection Name
Subfolder Status
Task Name
Work Item #
Work Item Detail (link)
Document Columns
Contact
Create Date
Created By
Created By Alias
Created Date
Display Barcode (link)
Display Document (link)
Display Index (link)
Document Id
Document Name
Document Type
First Name
Last Modified By
Last Modified By Alias
Last Modified Date
Last Name
Owner Alias
Owner First Name
Owner Last Name
Pages
Product Type
Received Connection Name
Record ID
Registration Type
Sent Connection Name
Subfolder Type
Vendor/Custodian