Quick Start Guide

• Installation Overview
• Installing the Docomotion Package
• Installing the Designer
• Authorizing Docomotion to Update Salesforce Data (for Interactive output)
• Managing Licences (optional).

• Configuring Docomotion
• Assigning Permissions
• Adding the Generate Document Button and Component to the New UI
• Configuring the Generate Documents Buttons (Previous UI)
• Configuring Mass Generation
• Authorizing Docomotion to Update Salesforce Data (for Interactive output)
• Configuring Salesforce Security Controls

• Quick Start Overview
• Form Lifecycle
• Creating a Form
• Uploading a Word Template (optional)
• Designing the Form
• Activating the Form
• Publishing the Form
• Defining the Form Generation Settings
• Updating a Form
• Restrict Access to Forms / Sharing Settings
• Exporting / Importing Forms
• Forms FAQs

• Generate Output Overview
• Generate Document Page (including Link channel, Google Drive)
• Handling and Reviewing the Generated Output
• Adding Salesforce Documents/Files to Generated Output
• Generate Output Using Data from an External Data Source
• Using the Live Editor to Edit the Output before Generation
• Adding an Output Generation Activity
• Generating Mass Output
• Generate Document – Mobile
• Automate Output Generation Using Lightning Flow
• Automate Output Generation Using the Process Builder
• Silent Mode: Generating Output through an API
• Store Output in an External Repository
• Output Generation FAQs

• Interactive Forms Overview
• Adding Interactive Capabilities to Forms
• Updating Salesforce Data
• Receiving Customer Feedback (Interactive Collections)
  • Receiving Customer Feedback
  • Generating Interactive Reports in Salesforce
• Editing Interactive Elements – JavaScript Validation in HTML (before submit)
• Adding Signatures, Embedding Images, and Uploading Files
• Experience Docomotion – Sample Form with Signature

• Designer: Tips and Tricks for Using MS-Word.
  • Page Setup
  • Headers and Footers
  • Page Breaks and Section Breaks
  • Text Styling
  • Automatic Numbering
  • Tables
  • Pictures
  • Shapes
  • Quick Parts
  • References (Footnotes and Table of Contents)
  • Hyperlinks
  • Adapt Editing According to Output Formats
• Text Data Tag Properties (Date, Date & Time, String and Number Masking)
• Barcode Data Tag Properties
• Tables
  • Working with Tables
  • Advanced Table Features
  • Show/Hide Rows, Sort Tables, Define Row Range, Add Page Breaks (Scripts) 
  • Designing Tables – Best Practices
• Pictures
  • Saving Pictures inside Salesforce
  • Adding Picture Scripts
  • Adding Pictures from Notes & Attachments
  • Pulling Pictures from Salesforce Files to a Form 
  • Pulling Pictures from Salesforce Documents
• Signatures and File Attachments
• Scripts
  • Scripts Overview
  • Adding Scripts to Forms
  • Script Line Editor Functions
  • Exporting and Importing Scripts
• Containers (Hide/Show/Lock Sections)
• Adding an HTML JavaScript to a Form
• Charts (draft) 
• Segments
• Table of Contents

• Configuring Docomotion to Work with Google Drive
• Working with DocuSign Integration to Salesforce

• Experience Docomotion – Before you Start
• Experience Docomotion – Create a Form
• Experience Docomotion – Customer Satisfaction Form
• Experience Docomotion – Sample Form with Signature

• Administration FAQs
• Known Limitations
• Notes for Administrators

• Error Messages (description and solutions)

• What’s New in Docomotion – Release Notes