There are two ways to create a new Documill Agreement record for an agreement:
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From Leap Project component once the project is completed.
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From Documill Agreements object.
From Leap Project component
1. Open the Salesforce Record where the Leap Project was prepared.
2. Open the completed Leap Project.
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3. Click [Create Documill Agreement] button.
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4. To see the new Documill Agreement, click [Open Documill Agreement] button.
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You can create a Documill Agreement if the Salesforce Record has Account information.
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You can only create one Documill Agreement from a completed Leap Project.
From Documill Agreement object
1. In Salesforce, click [App Launcher] button.
2. Search for “Documill Agreements”.
3. Click [Documill Agreements] item.
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4. Click [New] button on the top right corner.
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5. Fill in the necessary fields.
6. Click [Save] button.
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You have created a new Documill Agreement record. From here, you can prepare the agreement document by creating a new Leap Project: Create a Leap Project .