Live Editor

Note: If you are on a version prior to v23 and your Form uses any of these async features, Upgrade to v23 for full live editor support.

Prerequisites

To use Live Editor, the following must be in place:

Organization Requirements

• Subscription Tier: Gold tier or above

User Requirements

• Docomotion License: The user must have an active license.
  See: Licenses Management

• Permission Set: The user must be assigned a Docomotion permission set.
  See: Assigning Permissions

System Requirements

• Authorization: Docomotion must be authorized to interact with Salesforce data.
  See: Authorizing Docomotion

Accessing Live Editor

1. Open the Salesforce record you want to generate from (e.g., Account, Opportunity, Case).
2. Click Generate Document.
3. Select your Form, Output Format, and Channel.
4. Click the Live Editor

Docomotion generates a working copy and opens the live editor.

Working in the Editor

Editor Layout

• Black horizontal lines indicate page breaks.
• Headers and Footers are visible for context but are read-only.
• Locked Sections: Some areas may be locked by the Form Designer and cannot be edited, moved, or deleted.

Toolbar

The toolbar provides standard rich-text editing tools: fonts, colors, alignment, tables, and undo/redo. Hover over any button to see its function.

Managing Images

Manual Uploads:

You can insert images directly from your computer or Google Drive using the toolbar. These images apply only to the current document.

Images from Salesforce (v23+):

If your Form includes images pulled from Notes & Attachments or Salesforce Files, these are rendered inside the Live Editor so you can verify them before generating.

See: Adding Pictures from Notes & Attachments

Additional Documents (v23+)

Additional Documents allow you to append PDFs or HTML files to your generated output. These do not appear inside the editor canvas, they are packaged into the final output when you click Generate.

See: Enabling Additional Documents

Output Scenarios

Scenario A: Live Editor with Email

When Email is selected as the Output Channel with Mail Body as the format, the Live Editor is embedded directly in the Send an Email page.

• Editing: Modify the email body content directly in the editor.
• Sender: Pre-defined in generation settings or select from Salesforce Organization-Wide Email Addresses.
• Recipients: Set the primary recipient and manage CC/BCC fields.
• Attachments: Manage and verify file attachments before sending.
• Activity History: Use the Related to field to specify where the email activity should be logged in Salesforce.

Scenario B: Live Editor with Interactive Forms

You can combine Live Editor with Interactive Forms to create a single document that includes both editable content and interactive fields for the recipient.

How it works:

The Applicative Form opens in Live Editor where you can make last-minute edits as usual. When you generate a Link output, the system automatically merges your edited content with the linked Interactive Form. The recipient receives one unified document containing the document content followed by the interactive fields (text boxes, checkboxes, dropdowns) they need to complete.

Setup:

1. Enable “Use Live Editor w/ Interactive Form” in Docomotion System Settings.
2. Create two Forms with the same Data Model:
   • An Applicative Form (the document template)
   • An Interactive Form (with Interactive Tags or Interactive Collection)
3. In the Applicative Form settings, link it to the Interactive Form under the “Interactive Forms” section.

See: Enabling Live Editor with Interactive Fields

Saving and Generating

Live Editor uses a versioning system to protect your work: