App administration
How do I set up Documill Leap Salesforce app for the first time?
There are some preparations that need to be done after installing Documill Leap Salesforce app to your Salesforce organization. We recommend that you follow the complete guide to setup Documill Leap Salesforce app. You can find the guide here:
How do I add Leap Workflow Templates to Salesforce?
You will need to activate the relevant Leap Workflow Templates in Salesforce. A Salesforce Admin is able to choose the Leap Workflow Templates that users can use by following these instructions:
Select Leap Workflow Templates
How do I allow my Salesforce users to use Documill Leap Salesforce app?
A Salesforce Admin needs to make sure of two things:
The users are added to Documill Leap:
Adding a Salesforce User to LeapThe Documill Leap Projects component is added to the relevant page layout:
Adding Documill Leap's custom component to page layout
I would like to uninstall Documill Leap Salesforce app.
If you for any reason need to remove Documill Leap Salesforce app from your organization, please use the following instructions on how to uninstall Documill Leap Salesforce app:
Uninstalling Documill Leap Salesforce app
Can’t find what you’re looking for?
If you can't find the answer to your question, please let us know by sending an e-mail to: support@documill.com