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Documill Leap Salesforce app
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Main
Main
Getting Started
Introduction to Documill Leap Salesforce app
Installing Documill Leap Salesforce app
Initial setup
Prepare your first Workflow Template
Create your first project
Working on your first tasks
Complete your first project
Managing a Leap Project
Working on a Leap Project
Create a Leap Project
Plan a Leap Project
Manage Collaborators
Start a Leap Project
Manage a Live Leap Project
Pause a Leap Project
Complete a Leap Project
Cancel a Leap Project
Delete a Leap Project
Introduction to Leap Project
Project Statuses
Project Workflow
Project Log
Collaborators
Working on Leap Tasks
Managing Documill Agreements
Introduction to Documill Agreements
Working on a Documill Agreement
Create a Documill Agreement Record
Modify a Documill Agreement
Make use of Documill Agreements
Delete a Documill Agreement
App administration
Connecting to a Leap Organization
Connecting a Leap Account to Salesforce
Assigning Permission Set to Salesforce User
Adding a Salesforce User to Leap
Managing Leap Workflow Templates
Introduction to Leap Workflow Template
Select Leap Workflow Templates
Adding Documill Leap's custom component to page layout
Configuring Leap and Dynamo
Configuring Custom Account Map
Disconnecting from a Leap Organization
Removing Documill Leap Projects component from page layout
Uninstalling Documill Leap Salesforce app
Salesforce Flow Builder support
Creating a Named Credential to call Documill Leap's API
Creating a Leap Project in Flow Builder
Documill Leap Project Event
Automation example - Create Salesforce Task to help guest reviewer
Salesforce Experience Cloud support
Adding Documill Leap custom components to Experience Cloud site
Configuring Sharing Settings for Documill Leap custom objects
Release Notes
1.56 - July 23, 2025
1.53 - May 14, 2025
1.52 - February 21, 2025
1.43 - February 10, 2025
1.32 - November 4, 2024
1.31 - September 30, 2024
1.30 - June 10, 2024
1.29 - April 22, 2024
1.28 - March 1, 2024
1.27 - December 15, 2023
1.26 - November 29, 2023
1.25 - September 26, 2023
1.24 - September 21, 2023
1.23 - August 8, 2023
1.22 - July 17, 2023
1.21 - June 29, 2023
1.20 - May 31, 2023
Breadcrumbs
Documill Leap Salesforce app
Release Notes
On this Page
1.25 - September 26, 2023
Other improvement
Fixed issue in automatic assignment to Deliver Step.
