{"id":17,"date":"2025-01-01T23:00:50","date_gmt":"2025-01-01T20:00:50","guid":{"rendered":"https:\/\/docu2.me\/help\/?p=17"},"modified":"2025-04-03T14:24:06","modified_gmt":"2025-04-03T11:24:06","slug":"installing-docu2-me","status":"publish","type":"post","link":"https:\/\/docu2.me\/help\/installing-docu2-me\/","title":{"rendered":"Installing docu2.me"},"content":{"rendered":"\n<p>Installation Guide through Salesforce AppExchange<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Getting Started<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Access AppExchange<\/strong>\n<ul class=\"wp-block-list\">\n<li>Visit the docu2.me listing on Salesforce AppExchange:\n<ul class=\"wp-block-list\">\n<li>docu2.me AppExchange Link: <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=666d18f6-24a0-491c-8d32-d450d23ae444\">https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=666d18f6-24a0-491c-8d32-d450d23ae444<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Installation Options<\/strong>\n<ul class=\"wp-block-list\">\n<li>Direct Purchase\n<ul class=\"wp-block-list\">\n<li>If you&#8217;ve already tested or decided to purchase:<\/li>\n\n\n\n<li>Click the &#8220;Get Now&#8221; button<\/li>\n\n\n\n<li>Follow the installation instructions<\/li>\n\n\n\n<li>Complete the purchase process<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2025\/01\/1-link-AppExchange-get-now.gif\" alt=\"Animation showing how to find and click the Get Now button on AppExchange\"\/><figcaption class=\"wp-element-caption\">Accessing the Get Now option on AppExchange<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Free Trial<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>For testing purposes:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Click the &#8220;Try It Free&#8221; button<\/li>\n\n\n\n<li>Select &#8220;Try in your sandbox&#8221;<\/li>\n\n\n\n<li>Fill in required information<\/li>\n\n\n\n<li>Click &#8220;Continue to Installation&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Trial Installation Process<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Trial Details<\/strong>\n<ul class=\"wp-block-list\">\n<li>Duration: 7 days<\/li>\n\n\n\n<li>Number of licenses: 5<\/li>\n\n\n\n<li>Environment: Sandbox<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Installation Steps<\/strong>\n<ul class=\"wp-block-list\">\n<li>Review installation information<\/li>\n\n\n\n<li>Click &#8220;Log In &amp; Install&#8221;<\/li>\n\n\n\n<li>Log in to your Sandbox organization<\/li>\n\n\n\n<li>Complete the installation process<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/docu2.me\/help\/wp-content\/uploads\/2025\/01\/1-link-AppExchange-try-it-free.gif\" alt=\"Animation showing the Try It Free process for docu2.me on AppExchange\"\/><figcaption class=\"wp-element-caption\">Starting the free trial process<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Important Notes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The trial version provides full functionality for evaluation<\/li>\n\n\n\n<li>Installation is specifically for Sandbox environments<\/li>\n\n\n\n<li>Trial period starts immediately after installation<\/li>\n\n\n\n<li>You can upgrade to a full version at any time<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Post-Installation<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Verify the installation was successful<\/li>\n\n\n\n<li>Configure user access and permissions<\/li>\n\n\n\n<li>Begin testing the application features<\/li>\n\n\n\n<li>Plan for production deployment if satisfied<\/li>\n<\/ul>\n\n\n\n<p>This streamlined installation process allows you to quickly evaluate docu2.me&#8217;s capabilities in your Salesforce Sandbox environment before making a purchase decision.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow this step-by-step guide to install docu2.me from Salesforce AppExchange, with options for direct purchase or a 7-day free trial in your sandbox environment.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"categories":[3],"tags":[],"class_list":["post-17","post","type-post","status-publish","format-standard","hentry","category-getting-started"],"_links":{"self":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts\/17","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/comments?post=17"}],"version-history":[{"count":14,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts\/17\/revisions"}],"predecessor-version":[{"id":692,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/posts\/17\/revisions\/692"}],"wp:attachment":[{"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/media?parent=17"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/categories?post=17"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docu2.me\/help\/wp-json\/wp\/v2\/tags?post=17"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}