Documill Leap Salesforce app
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Modify a Documill Agreement

You can modify a Documill Agreement by opening it from Documill Agreements tab.

1. In Salesforce, click [App Launcher] button.

2. Search for “Documill Agreements”.

3. Click [Documill Agreements] item.

Preview
Search Documill Agreements tab.jpg


4. Click on the Documill Agreement to open it.

5. Click on one of the [🖉] icons. This will start the editing mode.

Preview
Pencil icon in Documill Agreement.jpg


6. Once you are done making modifications, click [Save] button.

Preview
Save Documill Agreement modification.jpg