---
title: "Nutrient Documents for Salesforce guides"
canonical_url: "https://www.nutrient.io/guides/salesforce-documents/"
md_url: "https://www.nutrient.io/guides/salesforce-documents.md"
last_updated: "2026-06-11T00:00:00.000Z"
description: "Technical setup and usage guides for Nutrient Documents for Salesforce, including app setup, document generation, template management, and digital signing workflows."
---

# Nutrient Documents for Salesforce guides

Use this section to set up and operate Nutrient Documents for Salesforce.

The guides focus on practical implementation tasks:

- Setting up Nutrient Documents for Salesforce

- Setting up document generation in Salesforce

- Managing and building document templates

- Setting up digital signing in Salesforce

- Setting up authentication and webhook delivery

- Enabling end user document generation and signing workflows on Salesforce records

## Available guides

- [Build document templates](/guides/salesforce-documents/admin-guide/build-document-templates-in-salesforce.md)
   Configure datasets, placeholders, merge fields, collections, conditions, and dynamic data inputs for Nutrient document templates in Salesforce.

- [Create documents](/guides/salesforce-documents/end-user-guide/create-documents.md)
   Generate PDF and DOCX documents from Salesforce records using Nutrient templates. Select templates, review data, and save documents directly to your records.

- [Manage document templates](/guides/salesforce-documents/admin-guide/manage-document-templates-in-salesforce.md)
   Create, import, organize, and maintain Nutrient document templates in Salesforce using Template Manager and Template Editor.

- [Send documents for signing](/guides/salesforce-documents/end-user-guide/send-documents-for-signing.md)
   Send generated documents for signature from Salesforce. Configure envelopes, recipients, and signing fields, and track completion status.

- [Set up digital signing](/guides/salesforce-documents/admin-guide/setup-signing-integration-with-dws.md)
   Configure one-time Salesforce administrator setup for Nutrient signing: outbound API authentication to DWS and inbound DWS webhook delivery back to Salesforce.

- [Set up document generation](/guides/salesforce-documents/admin-guide/set-up-document-generation-in-salesforce.md)
   Configure document generation in Nutrient Documents for Salesforce, including record page widgets and user permissions.

- [Set up Nutrient Documents](/guides/salesforce-documents/admin-guide/set-up-documents-for-salesforce.md)
   Configure Nutrient Documents for Salesforce, including licensing and admin settings.

---

## Related pages

- [Build document templates in Salesforce](/guides/salesforce-documents/admin-guide/build-document-templates-in-salesforce.md)
- [Manage document templates in Salesforce](/guides/salesforce-documents/admin-guide/manage-document-templates-in-salesforce.md)
- [Set up document generation in Salesforce](/guides/salesforce-documents/admin-guide/set-up-document-generation-in-salesforce.md)
- [Set up Nutrient Documents for Salesforce](/guides/salesforce-documents/admin-guide/set-up-documents-for-salesforce.md)
- [Set up digital signing in Salesforce](/guides/salesforce-documents/admin-guide/setup-signing-integration-with-dws.md)
- [Create documents in Salesforce](/guides/salesforce-documents/end-user-guide/create-documents.md)
- [Send documents for signing in Salesforce](/guides/salesforce-documents/end-user-guide/send-documents-for-signing.md)