Installing the Docupace Unmanaged Package on Salesforce

Introduction: This integration guide describes how to connect the Salesforce.com CRM platform to the Docupace document management system for the companies that use both systems.

Date	Changes

Date

Changes

July 2023

New URL for the new version of the installation package for the R2 2022 release of the product.

Formatting.

Important! If you are upgrading to a newer version, you must uninstall the previous integration package according to the steps in Uninstalling the Docupace Unmanaged Package from Salesforce.

Here are the steps for installing the integration package.

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.

Related Pages

Page:
Salesforce (Glossary)
Page:
Confirming Successful Docupace Update (Docupace Platform User Guides)
Page:
Uninstalling the Docupace Unmanaged Package from Salesforce (Docupace Platform User Guides)
Page:
Working with Docupace Work Items in Salesforce (Docupace Platform User Guides)
Page:
Working with Docupace Documents in Salesforce (Docupace Platform User Guides)