1. Get package access
Use the approved early-access package path once distribution is ready for your Salesforce org.
Getting Started
Set up your first Docable generation path.
This launch guide covers package access, permissions, template setup, record generation, Flow generation, and generated file review.
2. Assign permissions
Assign Docable Admin for template management and Docable User for runtime generation.
3. Create or import a template
Start in Template Manager, configure the base object, map data, and validate before activation.
4. Generate from a record
Give users a record-context path to choose a template and generate a Word or PDF file.
5. Generate from Flow
Add the Docable Document Generator to a Flow screen and pass generated file outputs onward.
6. Review generated files
Confirm naming, file storage, permissions, and downstream process behavior before rollout.