Your first document
The fastest path from a fresh install to a generated file. It assumes an admin has already installed the package and published a template.
- Open a Salesforce record on an object that has a published Sliick Docs template (Account, Opportunity, your custom object).
- Find the Sliick Docs Generator component on the record page.
- Pick a template from the list. Only templates with an active release for this object appear.
- Click Generate PDF or Generate Word, depending on what the template allows. If only one format is enabled you see a single button; if both are enabled you see a split button and pick at runtime.
- The file appears in the Files related list. Click to open or download.
Anyone holding the basic Sliick_Docs_User permission set can do this. That is the whole end-user experience: everything else in this documentation is about giving admins the tools to design those templates well, and to scale generation up to bulk, automation, multi-template bundles, and compliance-grade audit.
Where to go next
Section titled “Where to go next”| If you want to | Read |
|---|---|
| Understand the record-page component in full | From a record |
| Build your own template | The template editor |
| Start from a ready-made design | Starting from the gallery |
| Generate for many records at once | Doc Batches |