Get Docave For Salesforce V1 User Guide - Avepoint

This guide provides comprehensive instructions for efficiently completing the DocAve For Salesforce V1 User Guide - AvePoint online. Whether you are a newcomer to digital document management or looking for specific functionalities of the guide, this resource aims to support your needs.

Follow the steps to complete your DocAve for Salesforce User Guide.

1. Click 'Get Form' button to obtain the document and open it in your preferred editor.
2. Review the system requirements and installation instructions to ensure your setup meets the necessary criteria before initiating the installation process.
3. Follow the Installation Wizard prompts, entering necessary information such as your name, company, and installation directory as specified.
4. Proceed to configure the User Settings by inputting the Salesforce and SharePoint account credentials. Remember to click 'Save' after entering the new credentials.
5. Designate your storage location by selecting the desired path for backup data. Utilize the 'Browse' feature to ensure the proper folder is set.
6. Set up Job Pruning policies to manage old job records effectively, selecting preferences for retention time or job count.
7. Apply the license through the License Manager by uploading the license file and ensuring the information is correctly populated.
8. Adjust the System Settings to set the language preferences and logging levels for future use.
9. Configure the Content Integrator settings to specify content mapping and replication processes between Salesforce and SharePoint.
10. After completing the setup, ensure to save changes, and consider downloading, printing, or sharing the document if required.

Ready to manage your data effectively? Complete the required forms online now!