Blank Templates

Blank templates allow creating new templates starting with a blank page.

A new Blank template can be created using any Salesforce object, either Standard or Custom, as the main data source.

There are 3 types of Blank templates:

• Blank

  • Will cover all types of workflows from the simpler “edit-save” to the more complex workflows including sending email, approvals and e-signing (subject to license type).

  • Engage/Automate license holders have access to additional features with this template

• Office Output

  • Ideal for businesses wishing to maintain their templates in the familiar Office format and requiring a simple workflow

• Leap Project

  • Integrate with a Leap workflow to compose a document and create tasks based on it
    

*If coupled with Sharepoint integration; tracking activities, notifications and commenting is available as per standard Office functionality. Approvals are not available for Office Output documents.