Welcome to the 360 InstantDocs Knowledge Base
Find step-by-step guides and manuals for every feature- from installation to eSignature.
Document Management Storage Guide
Store, sync and track generated documents across Salesforce and external storage.
Excel Add-in User Guide
Use the Excel Add-in to build spreadsheet templates with live Salesforce data.
Flow and Apex Integration Guide
Trigger document generation from Salesforce Flow, Process Builder and Apex.
Installation and Setup Guide
Install 360 InstantDocs from AppExchange and set it up for your Salesforce org.
eSignature Integration Guide
Connect DocuSign and other eSignature tools so documents go out for signature from Salesforce.
Word Add-in User Guide
Use the Word Add-in to insert merge fields and build templates in Microsoft Word.
Feature and User Guide
Every 360 InstantDocs feature explained for end users, sales teams, managers and admins.
SharePoint File Sync Guide
Learn how to connect SharePoint with 360 InstantDocs File Sync. Step-by-step setup for Microsoft consent, site access and verifying the connection in Salesforce.
Resources
Guides, customer stories and how-tos from the 360 InstantDocs team.
