System Setting Overview

After you have successfully installed Docomotion, you need to configure Docomotion.

To access the Docomotion Configuration page:

In the App Launcher select Docomotion, and click the System Settings tab to display the Docomotion Configuration page.

Assigning Permissions

You need to assign each Docomotion user, including Salesforce Administrators, a proper permission set. The permission set determines which operations are available to the user. See Assigning Permissions.

Configuring the Generate Documents buttons

Installing the Designer

Download and install the Designer tool. Designer is the Docomotion Windows program that enables designing, testing, and compiling Forms. See Installing the Designer.

Authorize Docomotion to update Salesforce data

If you plan to use the Live Editor, publish and use Interactive Forms, mass generate documents or perform any other asynchronous operation, you need to authorize Docomotion to update Salesforce data. Only a user authorized to update Salesforce data can perform this step. See Authorize. 

Configuring Google Drive

If you want to store the output in Google Drive you need to configure Docomotion to work with Google Drive. See Configuring Google Drive.

Editing Link Expiration Period

If you intend to use the Link Output Channel, you can change the default expiration period for the link. See Editing the link Expiration Date.
Please note that you can also configure a link expiration period for a specific Form (see Defining the Default Form Generation Settings). The expiration period of the Form overrides the system setting.

Mass Generation Expiration Period

If you intend to use Mass Generation, you can change the default expiration period for the result documents stored on the Docomotion servers. The default period is 4 days. See Configuring Mass Generation.

Email Validation

If you intend to generate output to through the email output channel you can block output generation if the recipient is missing an email address. If this option is not activated users receive a message that the recipient is missing an email address and, if they choose to continue they need to select a recipient with an email address (or add an email address to this recipient).

To activate this option check the Activate box and click Save Email Block Settings.

See Generating Output through the Generate Document Button.

Enable Live Editing

You can enable output generators to use the Live Editor and edit the output before it is generated. These changes are not updated in Salesforce and apply only to this generated output.

This option is only available if Docomotion is authorized to interact with Salesforce data. See Authorize.

To activate this option check the Activate box.

You can also select Show Reload  Page Label to enable users to reload the Live Editor data and refresh the location of the end-of-page indicators.

Click Save Live Editor Settings.

PDF Password Protection for Interactive Submission

You can configure Docomotion so that Interactive PDFs generated through the Link channel are password-protected. The password is based on the Salesforce ID of the related Signature record.

To activate this option check the Activate box and click Save PDF Protection.

Date and Time Default Formats

You can configure The Date and Time formats applied to Date and DateTime tags when added to the Form by the recipient of an Interactive Form.

  1. From the Date Format dropdown list, select a date format.

The following are available for the day/month formats:

  • dd: date number
  • dddd: day name
  • MM: month number
  • MMM: month short name (for example MAR, SEP)
  • MMMM: month full name

2. Select a Separator for the date where needed: dot, hyphen, slash

3. From the Time Format dropdown list, select a time format:

  • hh:mm:tt : AM/PM
  • HH:MM : 24 hours (for example 23:15)

4. Click Save Date and Time Settings.

Send Email Customization

When generating Mail Body output using the Legacy generation UI (1), Docomotion can be configured to enable users to edit and send the email directly and/or through Salesforce’s Send an Email window.

  1. Select Send Email to display the Send Now button.
  2. Select Send with Salesforce to display the Send with Salesforce button.
    Note: At least one of the previous options should be selected.
  3. Click Save Send Email Buttons Customization.

When generating Mail Body output using the New UI (2), Docomotion can be configured to disable the user’s option to edit the email body before sending.

  1. Select Read Only to create the email as Read Only.
    Note: At least one of Send Email or Send with Salesforce options should be selected.
  2. Click Save Send Email Buttons Customization.

PDF Accessibility

You can configure some accessibility options for the organization.

  1. Select Enable PDF Accessibility to create tagged PDFs.
    Note: Tagged PDFs are not generated for additional documents or combined mass output.
  2. Select Repeat Table Header for the table header to be repeated on every row when reading a table.
  3. In the Empty Cell Replacement text box enter the text when reading empty table cells.
  4. Click Save PDF Accessibility Settings.

Upgrade Metadata

When upgrading to version 12 from an older version, you need to activate the upgrade of the organizational metadata to enable the following new features: Embedded image in link channel,  Salesforce Files: New channel for output generation .

  1. Click Create Remote Site Setting.
  2. Click Upgrade.

Signed PDF Settings

You can configure where to save the signed PDFs and uploaded files.

In which object: The record from which the signed PDF was generated (Parent) or the Signature object.

Where to store: In Notes&Attachements or in Files.

Download Files

In order to use the Doc2Files add-in that enables editing files relating to Salesforce Objects, you need to enable downloading files and configure the save options for the add-in.

  1. In the  Download Files  section, check Enable Feature.

    This creates the Doc2FilesTemp library in Salesforce Files and the configuration options are displayed.

  2. Select Enable saving Doc2Files: Enables Save as Version in the Doc2Files add-in, the file is saved in Salesforce under the same name.
  3. Select Enable saving Doc2Files as new Document: Enables Save as File in the Doc2Files add-in, the file is saved in Salesforce under a new name.
  4. Select the file types you want to support (DOCX, DOC, RTF).
  5. Select Show All File Versions if you want the DownloadFilesWithExternalName pane in the Object’s page to display all the document versions.
  6. Select Enable Autosave if you want to enable autosave in the add-in. In Auto Save Interval (mins) you can edit the time interval for autosave in minutes (for example every 10 minutes).
  7. Click Save to save the configuration.
  8. Provide all users, who need to download files, access permissions of Library Administrator for the Doc2Files library (see Manage Library Membership from Files Home).

Generate and Download Log File

Use this feature to activate logging for a duration of up to one hour on the Docomotion server and downloading the generated CSV log file to your local workstation.

When you click Generate Log logging starts and the button changes to Stop.

To stop the logging and generate the log file before the end of the hour click  Stop. 

A notification message requires you to approve download.

Click OK to confirm.

Additional Recipient

By default, when generating output using the Mail Body output format or Mail output channel, you can select as recipients all contacts and leads of the Main Object.

When this feature is enabled, you can select a recipient from any record related to the main object, provided the record includes a field with an email address. See Generating Output – Select Recipient

Image Compression

Use this feature to activate automatic image compression for uploaded files. Images are automatically proportionally compressed so that the maximum image dimensions are 1000 pixels, while the resolution is maintained.
To activate the option, select Activate and click Save.