Keeping your Docu2.me application up-to-date ensures you have access to the latest features, performance improvements, and bug fixes. This guide will walk you through the update process and best practices.
1. Check for Updates
1.1. In-App Notifications
- Docu2.me will automatically notify you when a new update is available.
- Look for a notification banner within the app or a notification in your Salesforce org.
1.2. Manual Check
- Go to Setup in your Salesforce org.
- Navigate to Installed Packages.
- Find Docu2.me in the list of installed packages.
- Check the “Current Version” against the latest version on our website.
2. Before Updating
2.1. Review Release Notes
- Visit our website or check your email for detailed release notes.
- Understand new features, changes, and any potential impact on your current setup.
2.2. Backup Your Data
- While updates rarely affect your data, it’s always good practice to have a recent backup.
- Use Salesforce’s native backup features or a third-party solution.
2.3. Test in a Sandbox (Recommended)
- If possible, test the update in a Salesforce sandbox environment first.
- This allows you to verify compatibility with your custom configurations.
3. Performing the Update
3.1. Scheduled Maintenance Window
- Plan the update during a low-activity period.
- Inform your users about potential downtime.
3.2. Update Process
- In Salesforce Setup, go to Installed Packages.
- Find Docu2.me and click “Upgrade”.
- Review and accept any new permissions or changes.
- Click “Upgrade” to start the process.
- Wait for the confirmation message. This may take a few minutes.
3.3. Post-Update Verification
- Log in to Docu2.me and verify core functionalities.
- Check any custom integrations or configurations.