First Step: Installing S-Docs

This quick installation guide will teach you how to install S-Docs and start your journey towards seamless native document generation!

Note: We recommend downloading and installing the SANDBOX or DEVELOPER organization first. It is strongly advised to run thorough testing before considering installing in a production org, as proceeding without proper testing could lead to unforeseen issues.

1. Navigate to our Salesforce AppExchange listing and click Try It to install in a Sandbox (recommended) or Get It Now to install into a production/developer org.

2. Confirm your details and click Continue to Installation.

3. Click Log In & Install to log in and choose the Salesforce org you'd like to install S-Docs into.

4. You'll then see the following screen. We recommend selecting Install for Admins Only. Click Install.

Note: Install for Admins Only will grant S-Docs access to the System Administrator profile and all custom profiles. You can learn more about this and the more restrictive options here.

Congratulations! S-Docs is now installed in your org.

We recommend assigning the S-Docs User or Administrator permission sets to yourself and users who will be interacting with S-Docs. Learn more about S-Docs permission sets here.