> 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/sdocs/what-would-you-like-to-do-today.md).

# What would you like to do today?

Start with the area that matches your goal.

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td>New to S-Docs? Let's get you generating documents now!</td><td><a href="https://help.sdocs.com/quick-start/" class="button primary" data-icon="file-lines">Getting Started With S-Docs</a></td><td><a href="https://1548664070-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWKNnJmhJBQwhdk5WBFsi%2Fuploads%2FkBZW4bKOWD6tjv0vprOg%2FQuick%20Start.png?alt=media&amp;token=5f5e9e95-5627-437f-b19e-ed3eee51fb42">Quick Start.png</a></td></tr></tbody></table>

### Make Template Changes

<table data-column-title-hidden data-view="cards"><thead><tr><th>Description</th><th data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td>Add Salesforce data to templates with the right merge field syntax.<br></td><td><a href="/sdocs/template-architecture/inserting-merge-fields/merge-fields-with-template-editor.md">Merge Fields With Template Editor</a></td></tr><tr><td>Control layout, CSS, and visual formatting for template output.<br></td><td><a href="/sdocs/template-architecture/template-authoring.md">Style Templates</a></td></tr><tr><td>Set output behavior, automation, preview, and template options.<br></td><td><a href="/sdocs/template-architecture/template-settings.md">Configure Template Settings</a></td></tr><tr><td>Add static or dynamic images to documents.<br></td><td><a href="/sdocs/template-architecture/images-in-s-docs.md">Insert Images</a></td></tr></tbody></table>

### Build Smarter Templates

<table data-column-title-hidden data-view="cards"><thead><tr><th>Description</th><th data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td>Build related lists and direct SOQL tables.<br></td><td><a href="/sdocs/advanced-template-logic/related-lists.md">Insert Data Tables</a></td></tr><tr><td>Show or hide content with RENDER statements.<br></td><td><a href="/sdocs/advanced-template-logic/conditional-logic.md">Use Conditional Logic</a></td></tr><tr><td>Query once and reuse values anywhere in the template.<br></td><td><a href="/sdocs/advanced-template-logic/named-query.md">Retrieve and Reuse Data</a></td></tr><tr><td>Format dates, currency, text, and table output.<br></td><td><a href="/sdocs/advanced-template-logic/template-attributes.md">Format Data with Template Attributes</a></td></tr><tr><td>Handle math, dates, conditions, and null-safe formulas.<br></td><td><a href="/sdocs/advanced-template-logic/perform-calculations.md">Perform Calculations</a></td></tr><tr><td>Reuse components across templates to avoid duplication.<br></td><td><a href="/sdocs/advanced-template-logic/build-reusable-templates.md">Build Reusable Templates</a></td></tr><tr><td>Translate the UI and document content.<br></td><td><a href="/sdocs/advanced-template-logic/translations.md">Setup Translations</a></td></tr></tbody></table>

### Automate the Workflow

<table data-column-title-hidden data-view="cards"><thead><tr><th>Description</th><th data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td>Add S-Docs components to Lightning record pages.<br></td><td><a href="/sdocs/automation-and-document-lifecycle/workflows.md">Generate S-Docs on Record Pages</a></td></tr><tr><td>Generate, email, and edit documents from Flow.<br></td><td><a href="/sdocs/automation-and-document-lifecycle/automate-with-flow.md">Automate with Flow</a></td></tr><tr><td>Set up email behavior and troubleshoot delivery.<br></td><td><a href="/sdocs/automation-and-document-lifecycle/configure-email-delivery.md">Configure Email Delivery</a></td></tr><tr><td>Use S-Docs in Experience Cloud sites.<br></td><td><a href="/sdocs/automation-and-document-lifecycle/experience-cloud-site-setup-for-community-users-with-s-docs.md">Configure Experience Cloud</a></td></tr><tr><td>Generate documents with Apex and SDK patterns.<br></td><td><a href="broken://spaces/WKNnJmhJBQwhdk5WBFsi/pages/yyN36racdynmvlEK0CSG">Broken link</a></td></tr><tr><td>Edit generated documents after they are created.<br></td><td><a href="/sdocs/automation-and-document-lifecycle/live-edit.md">Configure Live Editing</a></td></tr><tr><td>Send files to Google Drive, S3, SharePoint, and more.<br></td><td><a href="broken://spaces/WKNnJmhJBQwhdk5WBFsi/pages/CPS2EqZiHMhUD8VEFsHM">Broken link</a></td></tr><tr><td>Configure what happens after document generation.<br></td><td><a href="broken://spaces/WKNnJmhJBQwhdk5WBFsi/pages/MmqPwAnjtyBql6zX0j1W">Broken link</a></td></tr></tbody></table>

### Manage Your Setup

<table data-column-title-hidden data-view="cards"><thead><tr><th>Description</th><th data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td>Manage installation, security, migration, and user access.<br></td><td><a href="broken://spaces/WKNnJmhJBQwhdk5WBFsi/pages/1VkirU9I1v3qGuWMg7XB">Broken link</a></td></tr></tbody></table>

### Work in Your Format

<table data-column-title-hidden data-view="cards"><thead><tr><th>Description</th><th data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td>Build native PDF templates and learn the key rules.<br></td><td><a href="/sdocs/template-architecture/document-formats/pdf-templates.md">PDF Templates</a></td></tr><tr><td>Map merge fields into uploaded PDF files.<br></td><td><a href="/sdocs/template-architecture/document-formats/pdf-upload-format.md">Upload Existing PDFs</a></td></tr><tr><td>Create HTML email templates for document delivery.<br></td><td><a href="/sdocs/template-architecture/document-formats/html-email-format.md">HTML Email Templates</a></td></tr><tr><td>Build and troubleshoot DOCX templates.<br></td><td><a href="/sdocs/template-architecture/document-formats/docx-s-docs.md">Microsoft Word (DOCX)</a></td></tr><tr><td>Generate PowerPoint files from templates.<br></td><td><a href="/sdocs/template-architecture/document-formats/pptx-format.md">PowerPoint (PPTX)</a></td></tr><tr><td>Generate spreadsheet output from templates.<br></td><td><a href="/sdocs/template-architecture/document-formats/xlsx-format.md">Excel (XLSX)</a></td></tr><tr><td>Explore legacy and alternate document formats.<br></td><td><a href="/sdocs/template-architecture/document-formats/other-formats.md">Additional Formats</a></td></tr></tbody></table>

### Fix Problems Fast

<table data-column-title-hidden data-view="cards"><thead><tr><th>Description</th><th data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td>Use and troubleshoot older template capabilities.<br></td><td><a href="/sdocs/maintenance-and-troubleshooting/legacy-features.md">Legacy Template Features</a></td></tr><tr><td>Maintain legacy jobs, buttons, and batch flows.<br></td><td><a href="/sdocs/maintenance-and-troubleshooting/legacy-workflows.md">Legacy Workflows</a></td></tr><tr><td>Find fixes for edge cases and uncommon issues.<br></td><td><a href="/sdocs/maintenance-and-troubleshooting/additional-troubleshooting.md">Additional Troubleshooting</a></td></tr></tbody></table>


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