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Introduction to Documill Agreements

Agreements include information that is needed to manage them. This information is typically structural metadata that includes:

  • Contract terms and renewals.

  • When it was signed.

  • With whom the agreement was done.

Documill Agreements are also a place to store agreement files. The files can be located in Salesforce, SharePoint, or Google Drive. With Documill Agreements, you have one place to access agreement-related metadata and view the original file.

Example of a new Documill Agreement, prepared from a completed Leap Project.

Documill Agreements is a custom Salesforce Object that is included in the Documill Leap Salesforce app. To know more about how to use Documill Agreements, please refer to: Working on a Documill Agreement

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