Dochly Quick Start Checklist
This checklist covers every step from installing Dochly from AppExchange to your first generated document and full team rollout — in one place. Work through it in order. Each item links to the relevant guide for the full walkthrough. Tick items off as you complete them — your progress is saved in this browser session.
How to use this checklist
Click any checklist item to mark it complete. The progress bar updates as you go. Each item includes a brief description and a link to the full guide for that step. Items are grouped into five phases — complete Phase 1 before starting Phase 2, and so on.
0 of 25 complete
Your progress is saved in this browser session only — it resets if you clear your browser data or open the page in a new browser. Use this checklist as a reference guide during your implementation — print it or copy the items to your own project tracker for a permanent record.
Phase 1 — Installation
Install Dochly from Salesforce AppExchange
5 items
Confirm Salesforce System Administrator access
Required to install AppExchange packages. Confirm your profile in Setup → My Profile.
Admin
Confirm Salesforce edition (Professional, Enterprise, or Unlimited)
Check in Setup → Company Information. Group Edition is not supported.
Admin
Install Dochly from AppExchange — "Install for Admins Only"
Go to Dochly on AppExchange → Get It Now. Full guide: Install Dochly from AppExchange.
Admin
Confirm installation — check Setup → Installed Packages
Dochly should appear with Status = Installed. Check the version number matches the latest AppExchange release.
Test
Confirm Dochly app appears in the Salesforce App Launcher
Open the App Launcher (9-dot grid) and search "Dochly" — it should appear and open without errors.
Test
Phase 2 — Connection & settings
Connect and configure Dochly
7 items
Run the Dochly Setup Wizard on first launch
Opens automatically on first app load. Works through authentication, storage, email, and permission set setup. Guide: Connect Dochly to your Salesforce org.
Admin
Configure General settings — output format, timezone, date format
Settings → General. Set PDF as default, match your org timezone, set a readable date format. Guide: Configure Dochly settings.
Config
Configure Document Storage — attach to originating record
Settings → Document Storage. Set "Attach to originating record" and "Create new file" on each generation.
Config
Configure Email Delivery — from name, from address, email template
Settings → Email Delivery. Use a monitored company inbox. Verify Salesforce email deliverability is set to "All Email".
Config
Configure E-Signature — expiry, reminders, store signed document on completion
Settings → E-Signature. Set 14-day expiry, 7-day reminder, and enable "Store completed document on record".
Config
Assign Dochly Admin permission set to admin users
Setup → Users → [Admin User] → Permission Set Assignments. Assign "Dochly Admin" to all template builders and admins.
Admin
Verify connection status — all indicators green
Dochly → Settings → Connection Status. Confirm all components show connected. Investigate any red indicators before proceeding.
Test
Phase 3 — First template
Build and publish your first document template
6 items
Prepare a test Opportunity with Account, Contact, and Products
You need a real Opportunity record with at least 2 products added to test merge fields and the line items table accurately.
Admin
Create a new template — name it, select Opportunity as primary object
Dochly → Templates → New Template. Set status to Draft. Guide: Set up your first document template.
Admin
Add document structure — header, recipient section, body, pricing, signature
Use the editor toolbar for formatting. Keep the first template simple — branding and advanced features can be added in subsequent templates.
Admin
Insert merge fields using the field picker — Account, Contact, Opportunity fields
Always use the merge field picker — never type manually. Full field reference: Add Salesforce merge fields.
Admin
Preview from a real Opportunity — verify all merge fields, table, and dates
Click Preview → select your test Opportunity. Fix any issues before publishing. Check merge fields, table rows, date formats.
Test
Publish the template — set status to Active
Only publish after the preview is correct. Active templates are immediately available for generation. Status can be changed back to Inactive at any time.
Admin
Phase 4 — Testing
Verify all core functions work correctly
4 items
Generate a document from a real Opportunity — confirm PDF created and attached
Test 1 from the testing guide. File should appear in the Opportunity's Files related list immediately. Guide: Test Dochly after installation.
Test
Send a test e-signature request to your own email and complete signing
Test 4 from the testing guide. Use your own email as the signer address — never a real customer's email during testing.
Test
Build a test Flow and confirm document generation triggers automatically
Test 5 from the testing guide. Create a simple record-triggered Flow on Opportunity stage change. Deactivate or update after testing.
Test
Test generation as a non-admin user — confirm all merge fields populate correctly
Test 6 from the testing guide. Field-level security issues only appear for non-admin profiles — this test catches them before rollout.
Test
Phase 5 — User rollout
Roll out Dochly to your team
3 items
Assign Dochly User permission set to all generating users
Setup → Users → each user → Permission Set Assignments → Add "Dochly User". Users without this set will see the app but cannot generate documents.
Admin
Add the Generate Document button to the Opportunity page layout
Setup → Object Manager → Opportunity → Page Layouts → drag the Dochly Generate Document button into the layout. Save and test from a rep's perspective.
Admin
Brief your team — share the template name, how to generate, and how to send for signature
A 5-minute walkthrough or written guide for your team reduces support requests. Point them to the Dochly Help Center for self-service answers.
Admin
🎉 Dochly is fully set up and rolled out. All 25 steps are complete. Your team can now generate documents, send for signature, and automate workflows natively inside Salesforce. Continue building with the Template Editor series below.
What to build next
With the getting started setup complete, these are the highest-impact next steps — more advanced templates, better branding, and automated workflows that save your team hours every week.
Salesforce AppExchange — UTECH HUB
Install Dochly on AppExchange
Rated 5 stars · Native Salesforce app · Free to install