Starting with Leap Project Templates

A Leap Project template can be used to generate a MS Word document using Salesforce data and automatically start a new Leap Project containing the generated file. Leap Project templates work the same way as Office Templates, with the difference of also integrating with Leap projects automatically.

Follow the next steps to create your first Leap Project template and integrate it with Leap:

1. Create and Connect a Leap Project Template
   https://support.documill.com/leap-salesforce/configuring-documill-leap-projects-component-with-
   

2. As Leap templates are similar to Office templates, you can follow this article to continue building the template
   Creating an Office template
   

3. Explore the Leap settings and connect the template with your Leap Workflows
   Leap Settings