Prerequisites & Install

Prerequisites

Before beginning the installation, ensure that Lightning Web Security is enabled in your Salesforce instance.

To enable Lightning Web Security:

1. Navigate to Setup → Session Settings → Lightning Web Security
2. Enable the setting if not already active

Enable Folders and Enhanced Sharing:

Enhanced sharing must be enabled for proper document management functionality.

Administrator Setup

Step 1: Install the Managed Package (Using Install Now DRTE v5.134.17)

1. Obtain the DRTE installation URL from your provider
2. Paste the URL into your browser while logged into Salesforce
3. On the installation screen:

• Select "Install for All Users" (recommended)
• Check the acknowledgement box for installing a non-AppExchange application
• Click Install

1. You will receive a confirmation email upon successful completion
2. Verify installation by checking Installed Packages