Advanced Features
Generate documents using compose API
Documill Dynamo offers an HTTP compose API that allows document generation to be automated. T...
How to update Salesforce record
You can update Salesforce fields after certain stage of the document generation process. For ...
How to keep text from previous version
Update from 2018/01 release: This instruction is for templates created before the 2018/01 rel...
How to create a task or an event in Salesforce
In certain step of the document generation process, you can log activities by creating a task...
How to trigger automation with Salesforce Outbound Messages API
Outbound Messages API has been deprecated. Please use instead Compose API in combination wit...
Tutorial: Add a PDF file to the template as cover page
The instructions below are for adding a PDF file as a cover page. However the steps generally...