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.