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Docomotion - Document Generation Solution on Salesforce
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Doc2File Overview

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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
    • Quickstart Templates Ready-to-download
    • Adding a Quick ‘Document Preview’ Button
    • 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
      • Adding a Data Filter to the Data Model
      • Unrelated List for 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
    • Generation Screen – Output Formats and Channels
    • Generate a Link Output Channel Flow
    • Live Editor
    • Protected PDF
  • Advanced Features
    • Dynamic Word
    • 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
      • History Logger
    • Direct Link Output for Salesforce Users
    • Store Output in an External Repository
  • Docomotion Connect
    • Configuration
    • Data Model Schema (JSON)
    • Template Workflow – From Form Creation to Publication
    • Preparing a Data Source API
    • Document Generation via API: Generate Form Document
    • API Specification: Generate Input Form Documents
  • Release Notes
    • Release Notes v22
    • Release Notes v21
    • Release Notes v21.6

Docomotion is an advanced document generation application that offers intuitive and easy-to-use tools for designing and generating complex documents.
It is tailored to meet the needs of businesses operating in a document-intensive environment, with a specific focus on the insurance industry.

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