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Documill Leap Salesforce app

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

Documill Leap

Getting Started

Introduction to Documill Leap
Create a new Organization

Create your first project

Working on your Editor Task
Working on your Reviewer Task
Working on your Signer Task
Working on your Recipient Task

Managing Projects

Introduction to Quick Start Project

Working on a Quick Start Project

Create a Quick Start Project

Plan a Quick Start Project

Managing File in Quick Start Project
Managing Collaborators in Quick Start Project
Configuring Combine Step in Quick Start Project
Configuring Sign Step in Quick Start Project

Start a Quick Start Project
Switch to Normal Project View

Introduction to Project

Project Workflow
Project Log
Project Statuses
Project Roles
Project Files
Project Teams
Advanced Team Feature
Signature Placement
Authentication Method for Document Signing

Working on a Project

Create a Project

Plan a Project

Manage Workflow

Create a Workflow

Manage Flow

Add a File into Flow
Create a blank File in Flow
Detach a File from Flow
Add new Flow
Edit Flow
Delete a Flow

Manage Phase

Add a Phase
Rearrange a Phase
Delete a Phase
Rename a Phase
Manage File pass together
Assign Team to a Phase

Manage Steps

Add a Step
Manage Collaborator in a Step
Rearrange a Step
Delete a Step
Sign Step options
Deliver Step options
Combine Step options
Manage Step Attachment
Manage Complete All option

Delete a Workflow

Manage Collaborators

Add a Collaborator
Remove a Collaborator
Changing Project Roles

Manage Teams

Add a Team
Add Team Member
Rename a Team
Delete a Team
Manage Advanced Team Features

Manage Files

Add a File
Rename a File
Delete a File

Manage Groups
Defining Deadlines
Choosing Signature Placement
Choosing Authentication Method
Preparing SMS Authentication

Start a Project
Pause a Project
Complete a Project
Copy a Project
Cancel a Project
Delete a Project

Introduction to Workflows

Phase

File pass together

Step

Step Attachment
Complete All

Flow
Workflow Log

Working on a Workflow Template

Create a Workflow Template
Edit a Workflow Template
Delete a Workflow Template
Quick Start Workflow Template
Preparing In-document Signature Placement

Introduction to Tasks

Working on Tasks

Opening a Task

Work on a Task

Approving Editor Task
Editor Task
Commenter Task
Offline Editor Task
Reviewer Task
Approver Task

Signer Task

e-Identification
SMS Authentication

Signing Coordinator Task
Recipient Task
Resolving Request for Changes Task

Introduction to Text Editor

Add a Comment in Text Editor
Reply to a Comment in Text Editor
Resolve Comments in Text Editor
Edit a Comment in Text Editor
Delete Comments in Text Editor
Track Changes Mode
Accept Tracked Changes
Reject Tracked Changes
Add a Mention in Text Editor

Introduction to Document Viewer

Add a Comment in Document Viewer
Reply to Comment in Document Viewer
Resolve Comments in Document Viewer
Edit a Comment in Document Viewer
Delete Comments in Document Viewer
Download a File
Upload a New Version

Reopening a Task
Sharing a Task
Reassigning a Task

Managing Organization

Introduction to Organization

Roles in different levels
User Roles
Default Task Role
Groups
Organization Subscription
Organization Event Log

Renaming Organization
Changing Organization's Direct URL

Customizing Outgoing Email

Creating a Customized Email Footer
Editing a Custom Email Footer
Deleting Custom Email Footer

Customizing Signature Page

Creating Custom Signature Page
Deleting Custom Signature Page

Managing Users

Adding Users
Changing User Roles
Changing Default Task Role
Deactivating Users
Reactivating Users

Managing Groups

Creating Groups
Assigning Groups to Users
Assigning a Group to Projects
Assigning Groups to Workflow Templates
Allow Private Project
Deleting Groups

Managing Storage Service Integrations

Connecting to Google Drive
Connecting to Microsoft SharePoint
Disabling Storage Service Integration
Deleting Storage Service Integration

Managing Identity Provider integration

Enable sign in with Salesforce account
Enable sign in with Google account
Enable sign in with custom identity provider account
Disabling Identity Provider Integration
Deleting Identity Provider Integration

Managing External API Keys

Using External API Endpoints

Sending Project Event Data to Salesforce

Managing User Account

Accepting an Invitation
Sign In to an Organization
Changing Profile Picture
Changing Name
Changing E-mail Address
Changing Password
Resetting Password
Signing in to multiple Organizations
Signing Out of Organization

Managing Notifications

Selecting Notifications
Configuring Notification Channels

FAQ

Release Notes

Documill Dynamo

Getting Started

What You Can Do With Documill

Use Cases

Sales

Quotes and Offers
Contracts and Agreements
Contract Negotiation
Order Confirmation

Staffing and Recruitment

CVs

Customer Service

Email To Case
Customer onboarding form

Field Service

Field Service Reports

Bulk Generation

Setting Up Documill

Installing Documill

Salesforce Configurations

User Permission Sets
Manage Connected App (Dynamo Service)
Lightning Components
Custom Buttons

Creating Documents with Documill

Create Your First Template Video Guide

Creating Documill Templates

Content Template Design

Creating a Document Content Template

Adding Content Elements

Styling Document Content Template

Customize the Default Styles
Create a Custom Style
Editing Margins, Headers and Footers
How to Create Documents in Landscape
Create a Conditional Watermark
Styling Default Tables
Change Font in the Document
Create a Cover Page

Creating an Email Content Template

Template Data Source

Mapping Data from the Main Object
Adding Additional Data Using SOQL Queries

Working with Related List

Adding Related List Table
Assigning Related List to Element
Filtering & Sorting Related List Items
Grouping Related List Items
Adding Nested Related List
Managing Related List Data

Formatting Data Values

Style Text Coming From Salesforce
Format Number, Currency or Percentage
Format Date and Time
Format Checkbox Value
Custom Data Formatters

Using Dynamo Clauses

Working with Images

How to Add Dynamic Images to HTML Content
How to Add Static Images to HTML Content
How to Add Dynamic Signatures

Working with Translations

Enabling Document Translation
Using Document Translation
Working with Hyperlinks in the Translation Matrix
Multi-Select Picklist Translation

Template Workflow Design

Working With Settings

Blank Template and Settings

Workflow
Document
Standard Email
Email settings
Authentication
Signing
Signers
Data collection
Integrations
Template Builder

Templates Created Before June 2024

Retained Standard Template Settings

Salesforce Data
Attachments
Composition Order
Editable Content
Save & Email
Salesforce Translation Workbench

Blank with E-Sign Template and Settings

Share
Other Settings

Enabling End-User Editing

Enable Document Editing
Enable Email Editing
Enable Document Versions

Updating Salesforce Record with Flow
Creating Salesforce Task with Flow

Documill Template Builder Basics

Introduction to the Template Builder

Available Template Types

Blank Templates
Sample Templates

Introduction to Template Editor

Template Editor Home View

Documill Template Basics

Content Document
Style
Formats
Layout Components
Data

Element

Element Attributes

Template Logic

Template Logic Basics

HTML Logic
Logic Flow
Command Sequence
Common Commands
Variables and Attributes
Variable Name
Expression Language
System-generated Variables
Screen Data
Secondary Flows

Value Types

Boolean
Collection
Currency
DAP Content Item
DAP Part
Data Item
Date
DateTime
Document Properties
Document Package
File
HTML Value
Locale
Loop Status
Map
Multipicklist Value
Number
Pick-list Value
Percentage
Report Data
String
UserInfo

List of Commands

Logic Commands

Control

if
choose
when
otherwise
forEach
next
start
debugBreak
finish
error

Core

SFDC Core

batch
create
describePicklist
describeGlobal
field
query
record
relatedList
relatedListRecord
update
updateRecords
delete
groupUsers

SFDC Email

mail
mail2
to
replyTo
cc
bcc
htmlBody
textBody
recordAttachment
attachment

SFDC File

createAttachment
createContentVersion
load
loadAttachment
loadLatestContentVersion

SFDC Chatter

getFeedItems
postFeedItem
createFeedAttachment

Data Format

setBooleanFormat
setNumberFormat
setSimpleCurrencyFormat
setDateFormat
setDateTimeFormat
setSimpleNumberFormat
setSimplePercentageFormat
setPercentageFormat
setHTMLFormat
setBooleanParser
setCurrencyParser
setDateTimeParser
setNumberParser
setCurrencyFormat

API

returnDocument
returnHTTPResponse
returnString
store

Advanced

addHeader
get
filter (advanced)
function
loadReport
post
setEndURL
setFollower
evalResolved

Excel Calculation

columnCell
eval
evalDefinedName
evalFormulas
evalRows
insertColumnValues
insertRowValues
modifyWorkbook
rowCell
setCellValue
setDefinedNameValue

Chart commands

chart
setChartData
addCategory
defineAxis
deriveSeries
addDataPoint
addSeries
Chart Data

Electronic Identification

startIdentification
resolveIdentity
startAuthentication
finishAuthentication

DocuSign e-sign

sendToDocuSign
signer
storeESignature
getDocuSignDocument
getDocuSignStatus

Scrive eSign

sendToScrive

Microsoft SharePoint

saveToSharePoint
loadFromSharePoint
deleteFromSharePoint

HTML Content Commands

Template

checked
class
content
contenteditable
href
id
if (html)
model
next (html)
repeat
submit
src
value
report-table
selected
toggle & toggle-control

Screen commands

datePicker
multi-select
pdf-viewer
sfdc-record-picker
sfdc-chatter-doclinker
disabled
signature
sfdc-feed-doclinker
flow-click
flow-runner

Two-way template

bound-repeat
bound-value
bound-select
bound-if
bound-repeat-add
bound-content
bound-editor
bound-repeat-remove
bound-repeat-sort
bound-attr
bound-choice

Two-way screen

bound-multi-select
bound-pdf-viewer

Finishing with Creating a Template

Office Output

Introduction to Office Output templates
Creating an Office template

Microsoft Office Content Templates

Word DOCX Content Template
Excel XLSX Content Template
Powerpoint PPTX Content Template

Content Command List

DOCX Content Commands

cc (DOCX)
importContent
table
repeat (DOCX)
if (DOCX)
out
image
reportTable

XLSX Content Commands

reportTable (XLSX)
if (XLSX)
repeat (XLSX)

PPTX Content Commands

out (PPTX)
if (PPTX)
table (PPTX)
reportTable (PPTX)
image (PPTX)

Logic Command List

DOCX

mergeDOCX
composeDOCXContent

XLSX

composeXLSXContent

PPTX

composePPTXContent
mergePPTX
repeatSlide
removeSlide

User Input Screens

Screen Edit View Basics
Designing Screens - Adding Content
Designing Screens - Working with Text Input
Designing Screens - Working with Checkbox
Designing Screens - Working with Radio Button
Designing Screens - Working with Button Group
Designing Screens - Working with Pick List
Designing Screens - Working with Multi-Select
Designing Screens - Working with Date Picker

Leap Projects

Starting with Leap Project Templates

Leap Settings

Document Outcome
Office Template
Leap

Dynamo Clauses

Introduction to Dynamo Clauses
Creating Dynamo Clauses in Salesforce
Maintaining Clauses
Using Clauses

Collecting Data from Users

Creating a Standalone Data Collection Document
Interactive E-Sign Documents
Collecting Information With Additional Question

Internal Approvals

Setting Up Approvals
Using Internal Approvals

Electronic Signature

Introduction to Documill E-Signature

Enable and configure E-Signing

E-Signing Email Settings
E-Signing Settings
E-Signing Emails
How to Configure Signers for E-Sign Flow
Signature placeholders
Testing E-Signatures
Using Salesforce data in E-Signing Emails

Sign Standalone PDFs
General Questions about Documill e-Signature

Document Automation (API)

Task API

Create or change an API template

Task API Use Cases

Creating Outbound Message
Salesforce Platform Events

Task API Glossary

Post Task
Task Status
Task List

Batch API

Creating a Batch API template

Batch API Glossary

Header
Batch Status
Batch task status
Batch list

No-code API setup for Salesforce Flows
Template Cache

Admin Handbook

Uninstalling Documill Dynamo
User Licenses and Usage
Deploying to a Different Environment
How to manage Files with Salesforce CRM content
Enable user permissions
GDPR Compliance
How to test pre-release updates
Office Add-In Installation Guide
Glossary

Troubleshoot

Template debugging
"Insufficient Privileges" error
Documill Dynamo shows a blank screen in Salesforce
The Template List shows a wrong Salesforce organization's templates
OAuth authorization failed
The Documill Dynamo button does not appear in Lightning
Error: ELResolver cannot handle a null base Object
Editable span showed as input field in PDF
Salesforce refused to connect/'X-Frame Options' - deny problem
Chrome 80 Cookies Update Effect Dynamo Buttons
How to check which Documill Dynamo version your org is using
How to Test your Templates for Compatibility with New Server Upgrade

Additional Integrations

Scrive eSign with e-Identification
SharePoint Integration
Bullhorn For Salesforce (Staffing and Recruitment Software)
SharinPix Album Integration

Documill for Agentforce: Document Generation & E-Sign

Existing Documill Customers
New Documill Customers

Release Notes

Release 40-2
Release 40-1
Release 40-0
Release 30-9
Release 30-8
Release 30-7
Release 30-6
Release 30-5
Release 30-4
Release 30-3
Release 20-3
Release 20-1
Release 20-0
Release 19-9
Release 19-8
Release 19-7
Release 19-6
Release 19-5
Release 19-4
Release 19-3
Release 19-2
Release 19-1
Release 19-1 RC 2

Documill Legacy Documentation

Dynamo Clause (Legacy)

The basis of online templates (Legacy)

How to map Salesforce fields to template (Legacy)
Create Span and Editable Span (Legacy)
Create Group and Editable Group (Legacy)
Work with tables (Legacy)
Copy or cut elements (Legacy)

Formatting and Styling (Legacy)

Format text coming from Salesforce (Legacy)
Format fonts in the document (Legacy)
Format Salesforce data (Legacy)
Format number, currency or percentage (Legacy)
Format date and time (Legacy)
Format checkbox value (Legacy)
Customize the Default Styles (Legacy)
Create a Custom Style (Legacy)
Edit Margins, Headers and Footers (Legacy)
Format tables (Legacy)
How to create documents in landscape (Legacy)
Create Conditional Watermark (Legacy)
Create a table of contents (Legacy)

Working with conditions

How to add element condition (Legacy)
How to display text paragraph based on a picklist in Salesforce (Legacy)
How to hide a table row based on data from main object (Legacy)
How to hide or filter a table row based on related list data (Legacy)

Working with Images (Legacy)

How to insert images to the document (Legacy)
How to add dynamic images from Salesforce (Legacy)
Tutorial: How to Add Dynamic Signatures (Legacy)

Document Translations (Legacy)

Using Document Translation (Legacy)
Working with Hyperlinks in Translation Matrix (Legacy)
Multi-Select Picklist Translation (Legacy)

Working with Related List and SOQL Query (Legacy)

Add Related List to template (Legacy)
How to create a paragraph for each Related List item (Legacy)
How to create a numbered or bulleted list of Related items (Legacy)
How to create a table of Related items (Legacy)
How to combine multiple elements for one Related List (Legacy)
Add Query to Tag Logic (Legacy)
Adding a new query using Query Editor (Legacy)
Apply query to template (Legacy)
Documill Dynamo Query Library (Legacy)

Working with Calculations and Functions (Legacy)

Display content with result from a calculation (Legacy)
Function to calculate date and time (Legacy)

Working with Settings (Legacy)

Add PDF attachments to the document (Legacy)
Arrange the Composition Order (Legacy)
Allow end-users to edit the content (Legacy)
Save the final document to Salesforce (Legacy)
Customize Email Options (Legacy)
Using Salesforce Translation Workbench (Legacy)
How to Enable Spell Check for Editable Areas (Legacy)

Advanced Features (Legacy)

Generate documents using compose API (Legacy)
How to update Salesforce record (Legacy)
How to keep text from previous version (Legacy)
How to create a task or an event in Salesforce (Legacy)
How to trigger automation with Salesforce Outbound Messages API (Legacy)
Tutorial: Add a PDF file to the template as cover page (Legacy)

Understanding the Flow Model (Legacy)

What is the Flow Model? (Legacy)
How is Flow structured? (Legacy)
Routes through The Flow (Legacy)
How does Forms in the Flow model work? (Legacy)
Messaging to End-users in Flow (Legacy)
Different Flow types (Legacy)
Validity and Limitations (Legacy)

DocuSign e-Signature

Prerequisites - What needs to be configured before continuing to the template
Adding DocuSign placeholder fields into the document
Adding DocuSign commands in the logic flow
How to change sender information in DocuSign notification emails

Main

Getting Started

Introduction to Documill Leap
Create a new Organization

Create your first project

Working on your Editor Task
Working on your Reviewer Task
Working on your Signer Task
Working on your Recipient Task

Managing Projects

Introduction to Quick Start Project

Working on a Quick Start Project

Create a Quick Start Project

Plan a Quick Start Project

Managing File in Quick Start Project
Managing Collaborators in Quick Start Project
Configuring Combine Step in Quick Start Project
Configuring Sign Step in Quick Start Project

Start a Quick Start Project
Switch to Normal Project View

Introduction to Project

Project Workflow
Project Log
Project Statuses
Project Roles
Project Files
Project Teams
Advanced Team Feature
Signature Placement
Authentication Method for Document Signing

Working on a Project

Create a Project

Plan a Project

Manage Workflow

Create a Workflow

Manage Flow

Add a File into Flow
Create a blank File in Flow
Detach a File from Flow
Add new Flow
Edit Flow
Delete a Flow

Manage Phase

Add a Phase
Rearrange a Phase
Delete a Phase
Rename a Phase
Manage File pass together
Assign Team to a Phase

Manage Steps

Add a Step
Manage Collaborator in a Step
Rearrange a Step
Delete a Step
Sign Step options
Deliver Step options
Combine Step options
Manage Step Attachment
Manage Complete All option

Delete a Workflow

Manage Collaborators

Add a Collaborator
Remove a Collaborator
Changing Project Roles

Manage Teams

Add a Team
Add Team Member
Rename a Team
Delete a Team
Manage Advanced Team Features

Manage Files

Add a File
Rename a File
Delete a File

Manage Groups
Defining Deadlines
Choosing Signature Placement
Choosing Authentication Method
Preparing SMS Authentication

Start a Project
Pause a Project
Complete a Project
Copy a Project
Cancel a Project
Delete a Project

Introduction to Workflows

Phase

File pass together

Step

Step Attachment
Complete All

Flow
Workflow Log

Working on a Workflow Template

Create a Workflow Template
Edit a Workflow Template
Delete a Workflow Template
Quick Start Workflow Template
Preparing In-document Signature Placement

Introduction to Tasks

Working on Tasks

Opening a Task

Work on a Task

Approving Editor Task
Editor Task
Commenter Task
Offline Editor Task
Reviewer Task
Approver Task

Signer Task

e-Identification
SMS Authentication

Signing Coordinator Task
Recipient Task
Resolving Request for Changes Task

Introduction to Text Editor

Add a Comment in Text Editor
Reply to a Comment in Text Editor
Resolve Comments in Text Editor
Edit a Comment in Text Editor
Delete Comments in Text Editor
Track Changes Mode
Accept Tracked Changes
Reject Tracked Changes
Add a Mention in Text Editor

Introduction to Document Viewer

Add a Comment in Document Viewer
Reply to Comment in Document Viewer
Resolve Comments in Document Viewer
Edit a Comment in Document Viewer
Delete Comments in Document Viewer
Download a File
Upload a New Version

Reopening a Task
Sharing a Task
Reassigning a Task

Managing Organization

Introduction to Organization

Roles in different levels
User Roles
Default Task Role
Groups
Organization Subscription
Organization Event Log

Renaming Organization
Changing Organization's Direct URL

Customizing Outgoing Email

Creating a Customized Email Footer
Editing a Custom Email Footer
Deleting Custom Email Footer

Customizing Signature Page

Creating Custom Signature Page
Deleting Custom Signature Page

Managing Users

Adding Users
Changing User Roles
Changing Default Task Role
Deactivating Users
Reactivating Users

Managing Groups

Creating Groups
Assigning Groups to Users
Assigning a Group to Projects
Assigning Groups to Workflow Templates
Allow Private Project
Deleting Groups

Managing Storage Service Integrations

Connecting to Google Drive
Connecting to Microsoft SharePoint
Disabling Storage Service Integration
Deleting Storage Service Integration

Managing Identity Provider integration

Enable sign in with Salesforce account
Enable sign in with Google account
Enable sign in with custom identity provider account
Disabling Identity Provider Integration
Deleting Identity Provider Integration

Managing External API Keys

Using External API Endpoints

Sending Project Event Data to Salesforce

Managing User Account

Accepting an Invitation
Sign In to an Organization
Changing Profile Picture
Changing Name
Changing E-mail Address
Changing Password
Resetting Password
Signing in to multiple Organizations
Signing Out of Organization

Managing Notifications

Selecting Notifications
Configuring Notification Channels

FAQ

Release Notes

Breadcrumbs

Documill Leap
Release Notes

On this Page

November 22, 2024

Other improvement

Fixed an issue with processing DOCX files containing extensive metadata.

Pagination

Previous Page

December 3, 2024
Next Page

November 8, 2024

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