> 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="/spaces/v7v0UNK83URKB2C83QVU/pages/JsKd452Nu8XTrHz68zaF" class="button primary" data-icon="file-lines">Getting Started With S-Docs</a></td><td><a href="/files/MBXUzs9cNurE8neULtQx">/files/MBXUzs9cNurE8neULtQx</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="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/K39Fafw2OEc3wBMe1WQC">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/K39Fafw2OEc3wBMe1WQC</a></td></tr><tr><td>Control layout, CSS, and visual formatting for template output.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/8v9SBO1grRXzCULVkFID">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/8v9SBO1grRXzCULVkFID</a></td></tr><tr><td>Set output behavior, automation, preview, and template options.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/jtYmbLr8dbDoELnD2CX9">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/jtYmbLr8dbDoELnD2CX9</a></td></tr><tr><td>Add static or dynamic images to documents.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/P179pNxlB6DkNrdlV0wP">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/P179pNxlB6DkNrdlV0wP</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="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/AEQHKKsSN94KbNPAc5Wt">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/AEQHKKsSN94KbNPAc5Wt</a></td></tr><tr><td>Show or hide content with RENDER statements.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/7WT4ZSsNLFKe32mn2F9S">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/7WT4ZSsNLFKe32mn2F9S</a></td></tr><tr><td>Query once and reuse values anywhere in the template.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/hj2p4JbiePXz2puXi33Q">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/hj2p4JbiePXz2puXi33Q</a></td></tr><tr><td>Format dates, currency, text, and table output.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/IAmaOUsPHhlGHKxUOzko">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/IAmaOUsPHhlGHKxUOzko</a></td></tr><tr><td>Handle math, dates, conditions, and null-safe formulas.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/cZ7Y8aMNdmk3UujfexNa">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/cZ7Y8aMNdmk3UujfexNa</a></td></tr><tr><td>Reuse components across templates to avoid duplication.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/owOG69ucV7eoJVpXqf6e">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/owOG69ucV7eoJVpXqf6e</a></td></tr><tr><td>Translate the UI and document content.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/ECAocfrDfweKYZqVwPDC">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/ECAocfrDfweKYZqVwPDC</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="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/bLkTIJkjKwcZ9ZL3ZeME">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/bLkTIJkjKwcZ9ZL3ZeME</a></td></tr><tr><td>Generate, email, and edit documents from Flow.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/4zgP6GhUtfikLs31wxFo">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/4zgP6GhUtfikLs31wxFo</a></td></tr><tr><td>Set up email behavior and troubleshoot delivery.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/Wn92usRHC0gTHW8en1yP">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/Wn92usRHC0gTHW8en1yP</a></td></tr><tr><td>Use S-Docs in Experience Cloud sites.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/0YjKJMQnlxdOBx3OPbKX">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/0YjKJMQnlxdOBx3OPbKX</a></td></tr><tr><td>Generate documents with Apex and SDK patterns.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/yyN36racdynmvlEK0CSG">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/yyN36racdynmvlEK0CSG</a></td></tr><tr><td>Edit generated documents after they are created.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/YU2Jkloli16WlYg4g78b">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/YU2Jkloli16WlYg4g78b</a></td></tr><tr><td>Send files to Google Drive, S3, SharePoint, and more.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/CPS2EqZiHMhUD8VEFsHM">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/CPS2EqZiHMhUD8VEFsHM</a></td></tr><tr><td>Configure what happens after document generation.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/MmqPwAnjtyBql6zX0j1W">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/MmqPwAnjtyBql6zX0j1W</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="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/1VkirU9I1v3qGuWMg7XB">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/1VkirU9I1v3qGuWMg7XB</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="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/a47decb68184c546839d6376c88448de982601d7">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/a47decb68184c546839d6376c88448de982601d7</a></td></tr><tr><td>Map merge fields into uploaded PDF files.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/87d38a18d156334bbff38ca21b092002abf3bb81">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/87d38a18d156334bbff38ca21b092002abf3bb81</a></td></tr><tr><td>Create HTML email templates for document delivery.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/97cbccbef62c854e112c4062b108f152afa6b9a5">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/97cbccbef62c854e112c4062b108f152afa6b9a5</a></td></tr><tr><td>Build and troubleshoot DOCX templates.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/81537e39364b28dc7e50d9bf021daf6fd58289ae">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/81537e39364b28dc7e50d9bf021daf6fd58289ae</a></td></tr><tr><td>Generate PowerPoint files from templates.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/44cafef45a147de13a2d6615ff897a819bec3884">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/44cafef45a147de13a2d6615ff897a819bec3884</a></td></tr><tr><td>Generate spreadsheet output from templates.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/9a43342943ead622171b46e29e4df2f481070d5c">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/9a43342943ead622171b46e29e4df2f481070d5c</a></td></tr><tr><td>Explore legacy and alternate document formats.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/eebedd672b54cd6b3ca4716c2d5dbd81cbdd72d4">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/eebedd672b54cd6b3ca4716c2d5dbd81cbdd72d4</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="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/ZNgXGhjpImTvAxmp2yaq">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/ZNgXGhjpImTvAxmp2yaq</a></td></tr><tr><td>Maintain legacy jobs, buttons, and batch flows.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/lyMwIYVk6D6AnAWPqbhn">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/lyMwIYVk6D6AnAWPqbhn</a></td></tr><tr><td>Find fixes for edge cases and uncommon issues.<br></td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/piemFsn56TNByt5pLjzm">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/piemFsn56TNByt5pLjzm</a></td></tr></tbody></table>


---

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