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Main
Main
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
addItem
addListItem
setCollection
addMapEntry
addZipItem
composeContent
composeContentParts
composeStyle
count
createZip
elementCount
exportPDF
filter
getContent
mergePDF
mergePDFCollection
parseJSON
restoreString
restoreStringSet
set
setDate
setDateTime
setEncryption
setEvent
setLabelTranslations
setLocale
setMap
setMessage
setProperty
setText
setTranslation
sortCollection
storeString
storeStringSet
toHTML
toJSON
toString
setDateParser
log
LogVar
sum
resizeImage
group
overlayPDF
scanHeadings
getEditableAreas
buildMap
buildCollection
setBoolean
setNumber
html2pdf
createPDF
combinePDF
createHash
signPDF
setFile
getElementsByClass
getElementById
getPageStyles
getStyleReferences
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
Breadcrumbs
Documill Dynamo
Getting Started
Use Cases
On this Page
Sales
Quotes and Offers
Contracts and Agreements
Contract Negotiation
Order Confirmation
