> For the complete documentation index, see [llms.txt](https://help.sdocs.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sdocs.com/s-docs-help-center.md).

# S-Docs Help Center

### <i class="fa-rocket">:rocket:</i> Getting Started

<table data-column-title-hidden data-view="cards"><thead><tr><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><p>New to S-Docs? Let's get you generating documents now!</p><p></p><p><a href="/spaces/v7v0UNK83URKB2C83QVU" class="button primary">Let's Get Started!</a></p></td><td><a href="/files/MBXUzs9cNurE8neULtQx">/files/MBXUzs9cNurE8neULtQx</a></td><td><a href="/spaces/v7v0UNK83URKB2C83QVU">/spaces/v7v0UNK83URKB2C83QVU</a></td></tr><tr><td><p>Check out our latest features, fixes, and improvements.</p><p></p><p><a href="/spaces/3LKWTX3dxKU4nFRO0YRa" class="button primary">View Changelogs</a></p></td><td><a href="/files/bvdEL9hoyPQVUygGOUE5">/files/bvdEL9hoyPQVUygGOUE5</a></td><td><a href="/spaces/3LKWTX3dxKU4nFRO0YRa">/spaces/3LKWTX3dxKU4nFRO0YRa</a></td></tr></tbody></table>

### Explore by Workflow

<table data-column-title-hidden data-view="cards" data-full-width="true"><thead><tr><th>Title</th></tr></thead><tbody><tr><td><h4><i class="fa-palette">:palette:</i> Template Design</h4><p>Create branded templates and control layout at scale.</p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Create a Template</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Format Document Layouts</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Reuse Template Content</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Manage Template Updates</a></p></td></tr><tr><td><h4><i class="fa-link">:link:</i> Merge Fields &#x26; Data</h4><p>Pull the right Salesforce data into every document.</p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Insert Merge Fields</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Use Related Record Data</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Add Conditional Content</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Validate Merge Output</a></p></td></tr><tr><td><h4><i class="fa-file-lines">:file-lines:</i> Document Generation</h4><p>Generate, preview, and deliver documents from live workflows.</p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Generate Documents on Demand</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Preview Output</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Deliver Documents</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Support Recurring Workflows</a></p></td></tr><tr><td><h4><i class="fa-pen-nib">:pen-nib:</i> Sending &#x26; E-Signatures</h4><p>Send agreements, manage recipients, and track every step.</p><p><a href="/spaces/G8JG5qkkPJ4Es3cSKC5u/pages/VP8exXinjWKO5RYk9Rgu">Send Your First Agreement</a></p><p><a href="/spaces/G8JG5qkkPJ4Es3cSKC5u/pages/VP8exXinjWKO5RYk9Rgu">Add and Manage Recipients</a></p><p><a href="/spaces/G8JG5qkkPJ4Es3cSKC5u/pages/VP8exXinjWKO5RYk9Rgu">Track Signing Status</a></p><p><a href="/spaces/G8JG5qkkPJ4Es3cSKC5u/pages/VP8exXinjWKO5RYk9Rgu">Complete the Signature Workflow</a></p></td></tr><tr><td><h4><i class="fa-gears">:gears:</i> Automation &#x26; Custom Workflows</h4><p>Scale document work with Flow, APIs, SDKs, and Apex.</p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/developer">Automate Document Generation</a></p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/developer">Build Flow Processes</a></p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/developer">Use SDK and APIs</a></p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/developer">Create Custom Apex Workflows</a></p></td></tr></tbody></table>

### Popular Topics

<table data-column-title-hidden data-view="cards"><thead><tr><th>Title</th></tr></thead><tbody><tr><td><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/xBQHdPMRpGvJ6SIOQbcG">Install Guide</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Create a Template</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Merge Fields</a></p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/developer">Automation</a></p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/changelog">Release Notes</a></p></td></tr></tbody></table>

### Browse by Role

<table data-column-title-hidden data-view="cards" data-full-width="true"><thead><tr><th>Title</th></tr></thead><tbody><tr><td><h4><i class="fa-shield-halved">:shield-halved:</i> Administrators</h4><p>Set up the org, govern access, and keep document operations clean.</p><p><a href="/spaces/2UzJluuQlK12uEuagfOu/pages/14tLc7s16CoeRpWynJMG">Best Practices</a></p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/changelog">Changelog / Release Notes</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/xBQHdPMRpGvJ6SIOQbcG">Install and Configure the Org</a></p><p><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/qN57keTAV07ttDpdxEn8">Manage Templates and User Access</a></p></td></tr><tr><td><h4><i class="fa-code">:code:</i> Developers</h4><p>Extend S-Docs with custom workflows, APIs, and Apex.</p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/developer">Developer Overview</a></p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/developer">SDK and APIs</a></p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/developer">Custom Apex Workflows</a></p><p><a href="https://sites.gitbook.com/preview/site_lKuIx/developer">Flow Automation</a></p></td></tr></tbody></table>


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