This page lists frequently asked questions relating to administrative issues.
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Docomotion uses up a lot of document storage space because it stores previous versions of Forms created when you design a Form. It is therefore recommended that you occasionally perform a clean up operation that removes previous versions.
Clone the Form for which you want to perform cleanup and delete the original Form. This deletes all inaccessible old data. Rename the cloned Form to the original Form name.
Clone the Form for which you want to perform cleanup and delete the original Form. This deletes all inaccessible old data. Rename the cloned Form to the original Form name.
No, Docomotion can’t be installed on a professional edition.
If you are new to Salesforce and would like to evaluate the Docomotion solution in a new environment, please send an email to info@docomotioninc.com and we will generate for you a 30 days trial of the Enterprise Edition, on which you will be able to install the Docomotion solution.
If you are new to Salesforce and would like to evaluate the Docomotion solution in a new environment, please send an email to info@docomotioninc.com and we will generate for you a 30 days trial of the Enterprise Edition, on which you will be able to install the Docomotion solution.
You can add/remove licensed users of Docomotion.
Note that if you remove the user that performed Authorize, you need to authorize again using a licensed user.
In Docomotion, click Setup and search for Packages. Click Installed Packages.
Next to Docomotion, click Manage Licenses.
The pane displays a list of licensed users.
You can: click Remove next to a user to remove this user, Click Add Users (available if you have not reached the limit of allowed users for the license) to add users, or click Remove Multiple Users to remove more than one user.
You need a user license in order to use Docomotion (see Managing Licenses). If you do not have the proper authorization form managing Salesforce licenses, check with your system administrator.
Check that these users have a Docomotion license (see Managing Licenses) and the proper permissions (see Assigning Permissions).
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Note that in Lightning, adding any Related List to the page layout does not automatically display it in the Lightning page.
Verify that you have added the Related Tab to your Lightning page layout, and add the Related Lists component to this Related Tab.
Only after this, are all related lists you added to the page layout for the record in the Object manager automatically displayed.