Install the Managed Documents plugin

The Managed Documents plugin is available for activation by users with the admin role.

  1. Navigate to System Definition > Plugins.
  2. Right-click the plugin name on the list 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. Click Activate.