1.56 - July 23, 2025

Updated UI to plan a project

The project planning interface has been redesigned to be more compact and space-efficient, allowing users to view more relevant information at a glance.

Refresh Data in DOCX

You can now refresh text linked to Salesforce data in DOCX documents while preserving manual edits made by users.

This feature is available when the project uses a document generated via Documill Dynamo and is in the Editing Phase.

Permission Set updates

Two updated Permission Sets are now available:

• Documill Leap Admin (Previously Documill Agreement Permission)
  Grants access to:

  • Create Leap Projects

  • Configure the Documill Leap Salesforce app

• Documill Leap User
  Grants access to:

  • Create Leap Projects

These Permission Sets also include access to objects and Visualforce pages introduced in version 1.52 - February 21, 2025

Other improvements

• Auto-generated Project Names: Project names are now automatically generated based on the template name and the name of the Salesforce Object Record.

• Rename Projects via Salesforce UI: Users can now rename projects directly within the Salesforce interface.

• Bug fix: Fixed an issue that occurred when creating a Leap project under a Salesforce Object lacking a Name field.

• Bug fix: Fixed an issue that prevented creating a new project immediately after deleting the previous one.