Sliick Docs documentation
Current for Sliick Docs 3.2.0. See what changed in 3.2.0.
Sliick Docs creates PDF and Microsoft Word documents from your Salesforce records. Admins design templates in a visual editor and publish them. Business users then generate a document in one click from a record page, a list view, a Flow or a bulk batch, and can send it for electronic signature without leaving Salesforce.
Getting started
Section titled “Getting started”New to Sliick Docs, or setting it up for the first time.
- What is Sliick Docs
- Install and permission sets
- Your first document
- Templates, bundles and batches explained
Building templates
Section titled “Building templates”Everything an author does in the Template Editor, from a blank page to a published release.
- The template editor
- Merge fields and formats
- Layout blocks: tables, columns, images and callouts
- Barcodes and QR codes
- Repeats and conditional content
- Headers, footers and page setup
- Themes and branding
- Starting from the gallery
- Proof, publish and versions
- Word-file templates
- Folders, visibility and compliance controls
- Duplicating and reusing templates
Word add-in
Section titled “Word add-in”Build templates inside Microsoft Word and save them straight to Salesforce.
- The Word add-in
- Org setup for admins
- Connect to Salesforce
- Insert merge fields
- Tables, conditions, images and barcodes
- Check and save
- Generate and publish
- Authoring tips and limits
- Troubleshooting
- Tag cheat sheet
Generating documents
Section titled “Generating documents”The four ways to produce a document, and what happens to it afterwards.
- From a record
- Word output
- Auto-email after generation
- Combine a record’s PDFs
- Evidence packs
- List-view mass action
- Doc Batches
- Flow actions
- Generation at scale and your own storage
- File names
Doc Bundles
Section titled “Doc Bundles”Several templates, one combined document.
E-signature
Section titled “E-signature”Sending a document for signature, and the evidence that comes back.
- Overview
- One-time org setup
- Settings
- Consent and sender wording
- Sending a document
- Signature tags for documents from other systems
- What the signer sees
- Tracking and managing a request
- Verification and certificates
- Troubleshooting
Administration
Section titled “Administration”Compliance, security, analytics, promotion between orgs, and languages.
- Compliance: access, audit log and retention
- Security and trust
- Analytics dashboard
- Export and import
- Languages
CLI plugin
Section titled “CLI plugin”For developers: move templates between orgs from a script or a release pipeline.
- Prerequisites
- Install
- Authentication
- The promotion model
- Commands
- A CI pipeline
- Exit codes
- Questions
Reference
Section titled “Reference”Release notes
Section titled “Release notes”What changed in each release from 3.0 onwards, and anything to check before upgrading.