Install the Managed Documents plugin

The Managed Documents plugin is available for activation by users with the admin role.

Before you begin

Role required: admin

Procedure

1. Navigate to All > System Application > All Available Applications > All.

2. Find the Managed documents (com.snc.document_management) plugin and select Activate/Upgrade.

   If the plugin depends on other plugins, these plugins and their activation status are listed.

3. Select the Load demo data check box.

   Some plugins include demo data—sample records that are designed to illustrate plugin features for common use cases. Loading demo data is a good policy when first activating the plugin on a development or test instance. You can load demo data after the plugin is activated by repeating this process and selecting the check box.

4. Select Activate.

Parent Topic:Managed Documents plugin