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Create An Automated Renewal Process
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Docomotion for Administrators
Installing the Docomotion package
Setting Server Region
Configuration
Assigning Permissions
Licenses Management
Designer Installation
Authorizing to interact with Salesforce data
Configuring Salesforce Session Settings
Adding a Quick ‘Document Preview’ Button
History Logger
Adding the ” Generate Document” Button
Administrators FAQs
Handling Error Messages
Granting Permissions to Docomotion Support
Docomotion for Designers
Glossary
Forms
Form: Definition
Form lifecycle
Form Page
Form Default Generation Settings
Enabling Additional Documents Feature
Enabling Live Editor with Interactive Fields
Configuring Salesforce Activity for Output Generation
Creating a Form
Uploading a Word Template
Importing and Exporting Forms
Restrict Access to Forms
Interactive Capabilities
Interactive Forms Overview
Salesforce Interactive Fields
Interactive Collection
Interactive Collection Elements
Link Output
Multi Signers Forms
Data Model
Data Model: Definition
Creating a Data Model
Unrelated List for Data Model
Adding a Data Filter to the Data Model
Designing a Form
Designing a Form – How To Start
Document Formatting Techniques
Table Design
Numbered and Bulleted Lists in Document Formatting
Adding Shapes to Form
Quick parts
References
Hyperlinks
Pictures
Adapt Editing According to Output Formats
Implementing Data Tags
Script Tag
Implementing Scripts
Script functions
Export/Import Scripts
Dynamic and Grouped Tables
Barcode Integration and Tag Properties
Interactive Data-Tags Properties
Tag Properties and Masking in Data Handling
Table Scripts
Adding Pictures to a Form
Adding Picture Script Tags to Forms
Pictures from external Repositories
Adding Pictures from Notes & Attachments or Salesforce Files
Pulling pictures from Salesforce files to a form
Adding Charts
Advanced Form Capabilities
Subform (Segment)
Working with Containers
PDF Layer
Adding HTML JavaScript to A Form
Email Templates
Integration with DocuSign
Designers FAQs
Docomotion for Generators
Generate Output through the Generate Document Button
Output Formats and Channels
Generate a Link Output Channel Flow
Live Editor
Protected PDF
Advanced Features
Doc2File Overview
Doc2File Configuration
Doc2File Setup
Mass Generation
Mass Generation Feature
Adding Mass Generation Button to Standard Objects
Adding Mass Generation Button to Custom Objects
Automating using Flow Builder
Use case – Create An Automated Renewal Process
API Calls
Direct Link Output for Salesforce Users
Store Output in an External Repository
Release Notes
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[bellows config_id="main" theme_location="sliding"]
Salesforce Document Generation
product
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Banking
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Search for:
Salesforce Document Generation
product
Pricing
Industries
Insurance
Banking
Hiring and Staffing
Manufacturing
Retail
Education
Knowledge Base