Install the Managed Documents plugin

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • 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. Optional: 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.