Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

Part 3: Installations Tab Walkthrough

Prev Next

The Installations tab is your setup hub; everything you need to get DocAccess fully configured lives here, broken into six simple steps. This video walks through the full checklist from start to finish. This video is Part 3 of our DocAccess Implementation Series.

In this video, you'll learn:

  • How to confirm DocAccess is installed on your site (and what to do if it isn't)

  • How to configure Acceleration so your IT team can allow-list DocAccess for faster, more predictable processing

  • Where to find training resources and onboarding webinars

  • What the full six-step setup checklist covers, end to end