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DocMergy
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DocMergy Setup: How to Install the DocMergy App for Microsoft
Steps to install the DocMergy app within HubSpot through a MyGlue account, including permissions and account selections.
- Login to your MyGlue account
- If prompted select the relevant account
- Click the Available tab
- Next to the "DocMergy Integration" click the Install button
- Select your HubSpot account and click the Choose Account button
Note you must have the App Marketplace access permission enabled against your HubSpot user to complete this step - Click the Connect app button