Working on a Documill Agreement

When you have an agreement, Documill Agreement object enables you to manage it from Salesforce. This page explains how a Documill Agreement can be used to help you do that.

Configure Documill Agreement page layout

Before using Documill Agreement, the page layout of Documill Agreement object needs to be configured. To do that, please refer to: Adding Documill Leap's custom component to page layout .

Create a Documill Agreement Record

There are several ways to create an agreement record in Documill Agreements. One alternative is to convert a completed Leap Project into an agreement record. Secondly, you can also create a new agreement record directly from a Documill Agreement object. To create an agreement record, please refer to: Create a Documill Agreement Record .

Modify a Documill Agreement

You can modify a Documill Agreement by opening it from the Documill Agreements tab: Modify a Documill Agreement .

Make use of Documill Agreements

Documill Agreement is similar to other Salesforce Objects. You can use Documill Agreements with other Salesforce’s features. To see examples of how you can use Documill Agreements, please refer to: Make use of Documill Agreements

Delete a Documill Agreement

You can delete a Documill Agreement from the Documill Agreements tab: Delete a Documill Agreement .