Available to Salesforce Admin.
Leap Workflow Templates can be prepared for different use cases, including the ones outside Salesforce use. As a Salesforce Admin, you have the ability to select Leap Workflow Templates that are relevant to your Salesforce use.
To select Leap Workflow Templates for your Salesforce organization, follow below instructions:
1. Open Salesforce.
2. Click [App Launcher] button.
3. Search for “Documill Leap”.
4. Click [Documill Leap] app.
5. Click [Documill Leap Workflows] tab
6. Select the Leap Workflow Templates that will be available in your Salesforce organization.
7. Click [Save] button.
The selected Leap Workflow Templates are now available to be used in Documill Leap Salesforce app.