Managing Leap Workflow Templates

What is a Leap Workflow Template?

A Leap Workflow Template is a blueprint for your Leap Project. It defines how your document will be prepared and the document template will be used. For more information, please refer to this page: Introduction to Leap Workflow Template .

How to create Leap Workflow Templates?

Leap Workflow Templates are created in Documill Leap web app. You can sign in to Documill Leap web app and then follow the instructions: Create a Workflow Template .

How to use Leap Workflow Templates in Salesforce?

First, the Leap Workflow Templates that are relevant to your work in Salesforce need to be selected: Select Leap Workflow Templates .

Then, your Salesforce environment needs to be configured to use the selected Leap Workflow Templates: Adding Documill Leap's custom component to page layout