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Dynamo Engage

Getting Started

Introduction

Dynamo Engage is available for download on Salesforce®  AppExchange.  More information about ...

Installation

Dynamo Engage has been part of Dynamo Online package since April 2020 and can be downloaded o...

First Template

Default Dynamo Engage template 'Blank Multi User' includes support for compose, approval, com...

Editing object page layout

Before end users can see or use any documents, selected object page layout needs to be edited...

Adding permissions

Dynamo requires permissions to following Salesforce resources and features: Object Settings ...

Dynamo Template (DAP) Parts

Introduction

Dynamo template (DAP) is much more than just simple document template, it is more like self c...

Document Template

Document template defines document style and content. Document template editing happens throu...

Dynamo Template Settings

Introduction

Dynamo Engage template "Blank multi user.dap" settings are available through Settings button ...

Share

Share settings section defines share type, recipients/signers and other share related setting...

E-Signature

E-signature settings are part of the share settings. Sig...

Generating and Sending Documents

Introduction

End users will not use Dynamo template through template builder but through Salesforce UI. Th...

Email templates

Introduction

Dynamo Engage workflow uses emails in several occasion. Document link is shared by sending an...