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.

  1. Login to your MyGlue account
  2. If prompted select the relevant account
  3. Click the Available tab
  4. Next to the "DocMergy Integration" click the Install button
  5. 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
  6. Click the Connect app button