Install Dochly from Salesforce AppExchange

Updated June 2026 6 min read Getting Started

Dochly is installed directly from the Salesforce AppExchange — no external accounts, no API connections, no third-party platforms. Installation takes under 5 minutes and requires Salesforce System Administrator access. This guide covers everything you need: prerequisites, the step-by-step installation process, and what to verify once the install is complete. The next step after installation is connecting Dochly to your Salesforce org.

Prerequisites

Confirm all four requirements before starting the installation. Missing any of these is the most common reason for installation failures or incomplete setups.

1

Salesforce System Administrator profile — you must have System Administrator access to your Salesforce org to install AppExchange packages. A standard user or custom profile with limited admin permissions is not sufficient.
2

Active Salesforce org — Dochly supports Salesforce Professional, Enterprise, Unlimited, and Developer editions. It is not supported on Group Edition. Confirm your edition in Setup → Company Information.
3

AppExchange account — you need a Salesforce.com login to install from AppExchange. This is typically the same login as your Salesforce org. If your org uses SSO, ensure you can also authenticate directly with Salesforce.com credentials.
4

Available licenses — confirm you have available Salesforce user licenses for the users who will use Dochly. Installation itself doesn't require additional licenses, but user assignment after install does.

Recommended: Install in a sandbox first. If your org has a sandbox environment, install and test Dochly there before installing in production. See Installing in a sandbox first at the bottom of this guide.

Installation options

During installation, Salesforce will ask you to choose who the package is installed for. Choose the right option for your org before starting — you can change this later but it's easier to get it right during the initial install.

Recommended

Install for Admins Only

Install the package only for users with System Administrator profile. Best practice for initial setup — you can grant access to additional profiles and permission sets after configuration is complete.

Alternative

Install for All Users

Makes Dochly immediately available to all users in the org. Only recommended if you have already planned your permission model and are ready for immediate org-wide rollout.

Advanced

Install for Specific Profiles

Choose specific profiles during installation. Use this if you know exactly which user groups need Dochly access and want to configure permissions during the install step.

Sandbox

Install in Sandbox First

Log in to your sandbox org on AppExchange and install there first. Test the full workflow before installing in production. Strongly recommended for Enterprise and Unlimited orgs.

Step-by-step installation

Find Dochly on AppExchange

Go to Dochly on Salesforce AppExchange or search "Dochly" in the AppExchange search bar. You can also navigate to AppExchange from within Salesforce Setup → AppExchange Marketplace.

Confirm you're on the correct listing: Dochly by UTECH HUB. Check the listing shows "Free to install" and "Native Salesforce app" before proceeding.

Start the installation

Click Get It Now on the Dochly AppExchange listing. You will be prompted to log in with your Salesforce credentials if you are not already logged in.

Select the org you want to install Dochly into — either your production org or a sandbox. If you have multiple orgs, confirm you are selecting the correct one before proceeding.

Choose installation type

On the installation screen, you will be asked who to install the package for:

Select "Install for Admins Only" for initial setup (recommended)
You can grant access to additional profiles after installation is complete

Review the package components list — this shows all the objects, tabs, and classes that Dochly installs into your org. Click Install to proceed.

Approve third-party access (if prompted)

Some AppExchange installations require you to approve access to remote sites. If a dialog appears asking you to approve access, check the checkbox and click Continue. This allows Dochly's package components to function correctly within Salesforce's trusted network.

Dochly is a 100% native Salesforce app — no data leaves your Salesforce org. Any remote site approval in this step is for internal Salesforce platform communication only, not for external third-party servers.

Wait for installation to complete

Installation typically takes 1–3 minutes. Salesforce will show a progress indicator. For larger orgs with complex metadata, it may take up to 10 minutes.

You will receive an email to your Salesforce admin email address confirming when the installation is complete. You can also check the status in Salesforce Setup → Installed Packages.

Verify the installation

Once the installation email arrives, verify Dochly is correctly installed:

Go to Salesforce Setup → Installed Packages
Confirm "Dochly" appears in the list with Status = Installed
Check the version number matches the latest release on AppExchange
Open the App Launcher (9-dot grid) and search for "Dochly" — the Dochly app should appear

Post-install steps

Installation puts Dochly in your org. These post-install steps complete the setup and make Dochly ready for use.

Assign the Dochly permission set — go to Setup → Permission Sets → Dochly User. Assign this permission set to every user who needs to generate documents. Without it, users will see Dochly in the App Launcher but cannot access the features.
Add Dochly to your navigation bar — in the Dochly app, users can pin it to their navigation bar for quick access. Admins can configure the navigation bar in the Lightning App Builder for their user profiles.
Connect Dochly to your org settings — the next step in the getting started series. See Connect Dochly to your Salesforce org for the full configuration walkthrough.
Run the quick start checklist — the Dochly quick start checklist gives you a structured view of every step from install to first generated document.

Installing in a sandbox first

For Enterprise and Unlimited edition orgs, installing in a sandbox before production is strongly recommended. It lets you test the full setup — permissions, templates, generation workflows, and e-signature — before exposing anything to your live org and live users.

What sandbox install covers

Full installation, permission set assignment, template building, document generation testing, Flow trigger testing, and e-signature workflow testing — all in a safe environment with no impact on production data.

What doesn't carry over

Templates built in sandbox don't automatically transfer to production. You'll need to rebuild them in production — or use Salesforce Change Sets or metadata tools to deploy them. Plan for this before your production go-live date.

To install in a sandbox: on the AppExchange listing, click Get It Now and when selecting the org, choose your sandbox rather than your production org. The installation process is identical — the only difference is which org you authenticate into.

Frequently asked questions

Yes. Dochly is free to install from AppExchange. See the Dochly pricing page for details on available plans and feature tiers after installation.

No. AppExchange package installation requires System Administrator access in Salesforce. If you don't have System Administrator access, you'll need your Salesforce admin to complete the installation on your behalf.

Installation typically completes in 1–3 minutes. For larger orgs with complex metadata configurations, it can take up to 10 minutes. You'll receive a confirmation email when installation is complete — you don't need to keep the browser window open.

No. Installing Dochly adds new objects, tabs, and components to your org but does not modify any existing data, workflows, or configurations. It is a purely additive installation — nothing already in your org is changed or affected.

Yes. Dochly can be uninstalled from Setup → Installed Packages → Dochly → Uninstall. Uninstalling removes the package components from your org. Note that any documents generated and stored as Salesforce Files will remain — they are standard Salesforce files and are not removed by uninstallation.

Dochly is now installed in your Salesforce org. Next step: Connect Dochly to your Salesforce org — configure org settings, authentication, and verify the connection before building your first template.