How to Deploy Docufen

Docufen requires two steps for setup: creating a SharePoint site for a centralised file repository and installing a Word Add-in. The initial setup involves a 30-minute Teams call with your Microsoft Administrator, during which a SharePoint site is created from a script that enables the necessary configuration and controls. Docufen then creates a tenant account for your organisation, allowing any user within your organisation to use Docufen. In the second step, your Microsoft Administrator can deploy the add-in to the entire organisation with a single click. Now, every user in your organisation can use Docufen to complete documents, and all documents will be automatically stored in the centralised SharePoint site, ensuring they are never lost.