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