Getting Started with Dochly
Dochly is the only 100% native Salesforce document generation and e-signature app. These 6 guides walk you through everything from installing Dochly from AppExchange to generating your first document — step by step, no developer needed.
Setup in 5 Minutes
No Developer Needed
100% Native Salesforce
Free on AppExchange
No Credit Card Required
All Guides
6 articles
1
How to Install Dochly from Salesforce AppExchange
Step-by-step guide to finding and installing Dochly from Salesforce AppExchange into your Salesforce org — free trial, no credit card required.
Beginner
4 min
2
How to Connect Dochly to Your Salesforce Org
After installation, connect Dochly to your Salesforce org, set permissions and make sure everything is correctly configured before generating your first document.
Beginner
5 min
3
How to Set Up Your First Document Template in Dochly
Create your first branded document template in Dochly — add merge fields, structure your layout and save it ready to generate from any Salesforce record.
Beginner
6 min
4
How to Test Dochly After Installation in Salesforce
Verify Dochly is correctly installed and working in your Salesforce org — run a test document generation, check permissions and confirm output settings.
Beginner
5 min
5
How to Configure Dochly Settings in Salesforce
Configure Dochly's core settings — output formats, storage location, email delivery, user permissions and default template options inside your Salesforce org.
Intermediate
7 min
6
Dochly Quick Start Checklist — Go Live in 5 Minutes
A complete checklist to confirm Dochly is fully set up in your Salesforce org — use this before going live to make sure nothing is missed.
Reference
3 min
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Free on Salesforce AppExchange. Setup in 5 minutes. No credit card required.