> 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/quick-start/readme.md). # Quick Start Get S-Docs installed, land a fast win, and pick the right path for your role. ## Your S-Docs journey starts here Welcome to S-Docs. Let's build a reliable document workflow your entire team can scale with confidence. In just a few steps, you can install the app, design your first template, and empower your users to generate polished, data-driven documents directly inside Salesforce. **Go from setup to generating your first automated document in under 30 minutes.** *** ## S-Docs ### Build your foundation. Follow this path in order. Each step gets you closer to a working document workflow your team can use right away.

Step
Step 1: Install S-Docs Get the app securely installed into your Salesforce environment.	Install S-Docs
Step 2: Create your first template Build a basic quote or invoice to quickly and effectively.	Create Your First Template
Step 3: Configure document generation Let users generate documents directly from the record page.	Configure Document Generation
Step 4: Generate your documents See exactly what your reps will click to create and email a PDF to a customer.	Generate and Email Your Document

### Explore Our Core Concepts Ready to do more? Once your foundation is built, explore these advanced tools to add logic, calculations, and custom formatting to your workflow. Dive into the different capabilities of S-Docs. Whether you are designing dynamic layouts, automating generation, or managing org-wide settings, explore the guides below to build your expertise and support your team.

Title	Description	Tutorial 1	Tutorial 4	Tutorial 2
Template Building	Learn how to craft reusable, dynamic templates. Master the formatting tools, merge fields, and conditional logic needed to bring your team's documents to life.	Auto-fill customer data in Document Templates	Create Your First Email Template	Customize Template Settings: Document Generation	How to Show or Hide Content Automatically	Security and Permissions
Document Generation	Automate and streamline how your documents are created. Build seamless generation workflows that deliver accurate, on-demand output for your users at the exact right moment in their process.	Configure Document Generation On Your Record Page	Configure Email Sending On Your Record Page	Getting Started: Automate Document Generation	Getting Started: Automate Emails	Translating the S-Docs App Menus

*** ## S-Sign ### Ready for e-signatures?

Description	Target
Once you have S-Docs generating your documents, you can take your workflow to the next level with e-signatures. S-Sign takes the documents you’ve built and packages them into secure envelopes, creating a complete, end-to-end signing experience.	Start Here: Install S-Sign

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