You cannot use a previous version of a Form after the Form was Published.
You can discard changes of an Active Form and start editing from the latest published version.

The separator receives the formatting of the previous text. If the text was in bold the separator will also appear in bold.


When using a default color, in some cases the rendering engine will display white color instead of the default blue or black colors (defined in the Word template).
To overcome this behavior, select a specific color instead of using defaults.

This only happens with pictures and with footnotes. The system enables you to change pictures and footnotes that were added as linked segments (and should not be editable). So if you want to add pictures or footnotes as linked segments make sure you do not change them.


The full Designer window is not properly displayed at zooms of above 100%. Make sure you are not working in higher zooms.


Check that the Designer is installed. If not, install the Designer


To see the Properties window properly you need to set up the Windows display to 100%.
Click Control Panel > Appearance and Personalization > Display, select Smaller – 100% (default) and click Apply.

You need to close the Designer process in order to use the Export / Import tool.
Open the Windows Task Manger. locate the Designer Client process and click End the Process.

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

  • For optimal screen display of the Designer:

    1. Right-click the desktop and, from the menu, select Display Settings.
    2. Scale and Layout is set to 100%.
      (If not, click Custom Scaling and set it back to 100% (this requires signing out and then back in).
    3. Make sure your screen resolution is set to the resolution marked Recommended by Windows 10).

To Rename a File in Salesforce Lightning:

  1. In Salesforce Lightning, navigate to the Forms tab and open the Form for which you want to change the name.
  2. Modify the page URL as follows:
    1. Remove: 'lightning/r/doco__Form__c/'
    2. Replace: 'view'  with: 'e?nooverride=1'
  3. This will display the Edit Form page.
  4. Ensure that you only modify the Name field.
  5. Once you have made the necessary changes, click Save.