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

Configure datasets, placeholders, merge fields, collections, conditions, and dynamic data inputs for Nutrient document templates in Salesforce.

Create documents

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

Create, import, organize, and maintain Nutrient document templates in Salesforce using Template Manager and Template Editor.

Send documents for signing

Send generated documents for signature from Salesforce. Configure envelopes, recipients, and signing fields, and track completion status.

Set up digital signing

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

Configure document generation in Nutrient Documents for Salesforce, including record page widgets and user permissions.

Set up Nutrient Documents

Configure Nutrient Documents for Salesforce, including licensing and admin settings.