Completing a Leap Project

To complete a project, all tasks inside the project need to be completed.
Once all tasks are completed, the project will be marked as complete automatically.

See Working on Tasks to lean more about how to complete tasks.

What happens when a Leap Project is completed?

Upon project completion, Documill Leap Salesforce app also performs an archival process to the project. The archival process includes:

  • Storing the data of the Project into Salesforce.

  • Storing final documents into Salesforce or configurable third-party repository.

  • Storing the log of the Project into Salesforce.

  • Removing the data of the Project from Documill Leap Web app.

This archival process ensures that the final documents and related information are stored in your company’s environment.