Installing docu2.me

Getting Started

Installation Guide through Salesforce AppExchange

Getting Started

Access AppExchange
- Visit the docu2.me listing on Salesforce AppExchange:
  - docu2.me AppExchange Link: https://appexchange.salesforce.com/appxListingDetail?listingId=666d18f6-24a0-491c-8d32-d450d23ae444
Installation Options
- Direct Purchase
  - If you’ve already tested or decided to purchase:
  - Click the “Get Now” button
  - Follow the installation instructions
  - Complete the purchase process

Animation showing how to find and click the Get Now button on AppExchange — Accessing the Get Now option on AppExchange

Free Trial

For testing purposes:
- Click the “Try It Free” button
- Select “Try in your sandbox”
- Fill in required information
- Click “Continue to Installation”

Trial Installation Process

Trial Details
- Duration: 7 days
- Number of licenses: 5
- Environment: Sandbox
Installation Steps
- Review installation information
- Click “Log In & Install”
- Log in to your Sandbox organization
- Complete the installation process

Animation showing the Try It Free process for docu2.me on AppExchange — Starting the free trial process

Important Notes

The trial version provides full functionality for evaluation
Installation is specifically for Sandbox environments
Trial period starts immediately after installation
You can upgrade to a full version at any time

Post-Installation

Verify the installation was successful
Configure user access and permissions
Begin testing the application features
Plan for production deployment if satisfied

This streamlined installation process allows you to quickly evaluate docu2.me’s capabilities in your Salesforce Sandbox environment before making a purchase decision.