1. Click on RS Documents Configuration tab by clicking on the more tabs + symbol at top.
    • Authorize the App with Google account you would like to use with RS Documents. Each RS Documents user will have to authorize their own google drive in order to use the app.
    • If you would like to authorize one Google Drive account for all your Salesforce users to use when generating documents, you can submit a case to Support to add your domain to our authorized list. When submitting case, confirm that all prior google drive authorizations can be removed and specify which Salesforce user will be authorizing the google account for all users.
    • If you have a Custom Salesforce domain setup in your Salesforce, please submit a case to Support. When submitting case, please copy/paste the direct error message you are seeing when you going to RS Documents Configuration tab. This is easiest way to get your exact domain URL which will include your custom domain name and server instance (example na15).
  2. Now you want to add your RS Documents custom tabs to your Lightning Page Layout:
    • Setup > Apps > App Manager then on far right, select “Edit” on the “Lightning” line item.
    • Navigate to the “Select Items” tab. Then add the “Document Actions”, “Document Requests” and “RS Documents Configuration” from the list of “Available Items” to the list of “Selected Items” (and then organize your tabs how you prefer them there).
  3. Now you may continue through steps listed in main documentation, beginning with How to Create  Google Docs File.