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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

Leap External API

Sign API

Starting a Signing Process
Retrieving Signing Process Data
Resending a Task Notification
Downloading the Signed Document
Downloading All Version of a Document
Canceling a Signing Process
Deleting a Signing Process
Understanding Signing Process Data

FAQ

Release Notes

Breadcrumbs

Documill Leap
Release Notes

On this Page

November 8, 2024

Other improvement

Improved font support when converting DOCX to PDF.

Pagination

Previous Page

November 22, 2024
Next Page

November 1, 2024

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