The first Documill Dynamo release of 2024: Expanded editing capabilities, new SharePoint integration and more

Our latest release delivers a further enhanced user experience for the end users and template designers and an impactful, frequently requested, SharePoint integration.  

Usability and flexibility are among the top reasons why companies choose Documill Dynamo. This applies both to the end users and those that configure the templates each Dynamo customer relies upon. 

Our latest release delivers a further enhanced user experience for the end users and template designers and an impactful, frequently requested, SharePoint integration.  

Let us dive into the highlights of this release. 

Expanded editing capabilities  

Expanded editing capabilities with Documill Dynamo in Salesforce

The users’ possibility to edit generated documents is an important facet of Documill Dynamo. The new release includes an enhanced in-browser editing experience that enables doing all editing in just one view – even if you are tweaking the header, footer, or cover page.  

Plus, the new collapsible heading panel makes scrolling through long documents a breeze. For an added touch of convenience, users can even select PDF attachments right from the edit screen without having to navigate to another screen. 

Seamless SharePoint integration 

Seamless SharePoint integration in Salesforce with Documill Dynamo

To further add flexibility, Documill Dynamo now works hand in hand with Microsoft SharePoint. This integration lets users efficiently save generated documents to SharePoint while also letting them load documents, clauses and images directly from SharePoint.  

By tapping into one of the most widely used corporate document management solutions, this integration offers a seamless bridge to expand storage and processing options. 

Simplifying template design 

The Documill Dynamo Template Builder has also received a major upgrade. To make template designers’ lives easier, they can now work on all parts of the document template in a single unified view – from designing the header and footer to adding main content and mapping Salesforce merge fields. 

For the fans of the old template builder, templates created before this release will still revert to the Template Builder that they were created with. 

BONUS: Email as additional output 

By introducing email as an additional output option, we are opening up new avenues for your communication with customers. 

This isn’t only about adding another output format – it is about giving your users a powerful tool that stands shoulder-to-shoulder with the existing document outputs. Whether it is about displaying conditional content, detailing line items, or organizing nested lists, every email your team sends now carries the same sophistication and customization capabilities Documill Dynamo is known for.  

Get started with the latest Dynamo release 

If you already use Documill Dynamo, head straight to our Template Builder to see the new updates in action and experience an even simpler and more intuitive way to design templates.  

For those yet to experience Documill Dynamo, there could not be a better time to start your 30-day free trial and see for yourself all the capabilities that Documill Dynamo has to offer.  

As always, our 5-star support team is readily available to help you with any questions or welcome feedback. 


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