Other Settings
These settings only work with templates created before June 2024.
For easier navigation, each Settings tab defines which part of the workflow will be impacted.
Configure the outcome document title, language and its body content. If the content is implemented in the template and there might be more than one, users can select from the list which is relevant for the case.
The ‘Other PDF’ feature allows to sign documents that come outside Documill - read more here: Sign Any PDF
Compare versions: enables the Compare screen allowing users to check and compare which content has been added or removed
Activity report: enables users to check which activity has been performed, for example, user A edited the document
PDF Preview: enables the PDF preview screen to check the overall print layout
Comments: shows the Comments section on screens
Refresh data: shows the ‘Refresh’ button where the document will update with latest changes made in Salesforce
Start with print (PDF) view: enables the first screen users and external users see to be a preview of the PDF. If off, the first screen will always be HTML view where Comments and Navigation panel are enaled to read.
Allows users to edit pre-defined editable parts. For usage of Clause, please refer to Dynamo Clauses.
This section defines how to add approvers and enable the Approval Process workflow.
Defines document share type and features (e-Signature, external approval, external editing). What does Share settings include? Share
Enables e-Identification for strong authentication when signing. Currently, this is only available in Finland.
Tab enabled only when Share > Use Approval is switched on. How to define external approvers and the relevant workflow: Setting Up External Approval
How to add signers and enable the Electronic Signature workflow.
Define email related settings and values. Please refer to Email for further configuration.
Configure SharePoint integration for final file storage. Please refer to Integrations for more information.
Enables the API button to test the template with API. For further information on our API, please refer to Task API
Enables the Release button to keep another file that only contains complete changes rather than smaller development before release to users.
Still can’t find what you’re looking for? Please contact support@documill.com for further information.