Maven Documents Support Notice: Versions prior to 6.0 (Octopoda) are reaching End-of-Life status.
To ensure uninterrupted service and access to the latest features, please upgrade to the latest version by July 31st.
Maven Documents is available to install from the Salesforce AppExchange.
To install Maven Documents:
- Navigate to our Salesforce AppExchange listing and click Get It Now.
- Log in to the AppExchange.
- Once you’re logged in, you will be given the option to install Maven Documents in production or test it in a sandbox. We highly recommend testing in a sandbox instance before installing in your production org.
- Read and accept the terms and conditions.
a. Select the I have read and agree to the terms and conditions box.
b. Click Confirm and Install.
- You'll then be asked if you want to install Maven Documents for all users, or only for admins/specific profiles. If you are unsure what to select here, this link might help you. After you've made your decision, click Install.
- The last step is to approve the third-party access. The corresponding window opens, where you look at the list of websites that may send or receive data. Mark the Yes, grant access to these third-party websites checkbox and click Continue
That’s it! Maven Documents is now installed in your org. Check the Administration chapter for the next steps.