# 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>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.sdocs.com/s-docs-help-center.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.