Overview

This section outlines all required steps for installing and configuring the docuWeaver application on a Salesforce instance, from initial installation to post-installation setup and configuration.

How to Install docuWeaver from AppExchange?

To install docuWeaver managed package do follow the mentioned steps here:

1. To install docuWeaver click here.

2. The link will direct you to the docuWeaver AppExchange page.

3. Click on Get it now from the apps information page.

   Open

   

   docuWeaver AppExchange

4. Enter the credentials for the org in which you want to install and log in.

5. Choose to install the package in either the production org or Sandbox by clicking Install in Production or Install in Sandbox.

6. Tick the checkbox indicating your agreement with the terms and conditions, then proceed by clicking on the Confirm and Install button.

7. Select the desired installation option (Install for All Users, Install for Admins Only, or Install for Specific Profiles), and click Install.

8. Click Done once the installation is complete.

9. It may take some time to complete the installation package. You will be notified through Email once the installation is completed.

10. Now open the PWR Commons application from the App Launcher.

11. Click Install Now in front of the docuWeaver application in the list of products.

Open

Install docuWeaver

12. Enter the credentials of the logged-in organization and log in.

13. Select the desired installation option, and click Install.

14. Click on Done button once the installation is completed.

15. It may take some time to complete the installation package. You will receive an email notification when the installation is finished.