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Docomotion - Document Generation Solution on Salesforce
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Administrators FAQs

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  • Docomotion for Administrators
    • Installing the Docomotion package
    • Docomotion Pre-Configuration & Upgrade Guide (Version 23)
    • Field-Level Security
    • 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
      • Live Editor with Interactive Fields (HTML + Link)
      • 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 – Parallel & Sequential Modes
    • 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
    • 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
    • Docomotion Product Support Policy
    • Release Notes v24
    • Release Notes v23
    • Release Notes v22
    • Release Notes v21
    • Release Notes v21.6
How do I clean up space?

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.

Can I intall Docomotion on Salesforce Professional Edition?

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.

How do I check the storage space available to me?
  1. In Docomotion click Setup, and then in the left pane Search text box type storage.
  2. Click Storage Usage to display the Organization limits and usage in the Salesforce page.

How to grant login access to Docomotion Support team?

Please refer to: Granting Permission to Docomotion Support

I know my organization has Docmotion but I cannot see the Docomotion tab

You need a user license in order to use Docomotion (see Licenses Management). If you do not have the proper authorization form managing Salesforce licenses, check with your system administrator.

Why can't some of the organization users see the 'Generate Document'Button?

Check that these users have a Docomotion license (see Licenses Management ) and the proper permissions (see Assigning Permissions).

I added a Signature and Insert 'Additional Document' related list to the record page layout. Why don't I see them in my Lighining record page?

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.

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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