Introduction
About 360 InstantDocs
360 InstantDocs is a powerful Salesforce-native document generation solution that lets you create professional documents — SOWs, contracts, proposals, invoices, and more — directly from your Salesforce data. By using reusable templates with dynamic merge fields, InstantDocs eliminates manual copy-paste work, ensures consistency across documents, and dramatically reduces document turnaround time.
InstantDocs integrates seamlessly with Salesforce Lightning Experience and includes a Microsoft Word Add-In for visual template design. Documents can be generated in DOCX or PDF format, attached to records, and optionally emailed to recipients — all without leaving Salesforce.
Key Features
- Single Document Generation — Generate documents from any Salesforce record via Quick Actions or URL Buttons
- Bulk Document Generation — Generate documents for hundreds of records at once from Reports or List Views
- Microsoft Word Add-In — Design and edit templates visually in Microsoft Word with a dedicated sidebar for inserting Salesforce merge fields
- Email Integration — Send generated documents via email directly from the generation wizard with configurable From, To, CC, and BCC fields
- Custom Related List — Display document generation history on any record page
- Flow & Apex Integration — Trigger document generation from Salesforce Flows or Apex code for automated workflows
- Error Logging — Built-in error log tracking for troubleshooting and auditing
- 360 File Sync — Sync Salesforce files to external cloud storage (Google Drive, OneDrive, SharePoint, AWS S3, SFTP)
Document Conventions
This guide uses the following visual conventions:
Tip: Helpful suggestions and best practices.
Note: Additional information or clarification.
Warning: Important cautions that may affect functionality.
Important: Critical steps that must not be skipped.
Prerequisites
Salesforce Edition Requirements
360 InstantDocs is compatible with the following Salesforce editions:
| Edition | Supported | Notes |
|---|---|---|
| Enterprise Edition | Yes | Full support |
| Performance Edition | Yes | Full support |
| Unlimited Edition | Yes | Full support |
| Developer Edition | Yes | For development and testing |
| Professional Edition | Yes | Full support |
| Essentials Edition | No | Limited API and customization support |
Browser Requirements
360 InstantDocs runs within Salesforce Lightning Experience. Supported browsers include:
- Google Chrome (latest version) — Recommended
- Microsoft Edge (Chromium-based, latest version)
- Mozilla Firefox (latest version)
- Apple Safari (latest version, macOS only)
Note: Salesforce Classic is not supported. Ensure your org has Lightning Experience enabled.
Package Installation
Installing from AppExchange
Follow these steps to install 360 InstantDocs in your Salesforce org:
1Log in to your Salesforce org as a System Administrator.
2Navigate to the 360 InstantDocs listing on Salesforce AppExchange.
3Click the Get It Now button on the AppExchange listing page.
4If prompted, log in to your Salesforce account and authorize the AppExchange to access your org.
5Select the target org — choose Production for your live org or Sandbox for testing.
6Confirm the terms and conditions, then click Confirm and Install.
Choosing Installation Options
On the installation options page, you will be asked who should have access to the package:
- Install for Admins Only (Recommended) — Only System Administrators will see the app initially. You can grant access to other users later via permission sets.
- Install for All Users — All users in the org will have immediate access.
- Install for Specific Profiles — Choose which profiles should have access.
1Click Install.
2Wait for the installation to complete. For large orgs, you may receive an email notification when installation finishes.
Tip: We recommend “Install for Admins Only” so you can complete the full setup before granting access to end users.
Verifying Installation
1Navigate to Setup → search for Installed Packages in the Quick Find box.
2Locate 360 InstantDocs in the list of installed packages.
3Verify that the Status column shows Installed and the version number is correct.
4Open the App Launcher (the grid icon in the top-left of the navigation bar) and search for “360 InstantDocs”.
5Click on the 360 InstantDocs app to confirm it opens successfully.
Post-Installation Setup
After installing the package, complete the following steps in order to fully configure 360 InstantDocs. Each step builds on the previous one.
Important: Complete these steps in the order listed. Skipping steps may result in errors or missing functionality for end users.
Step 1: License Activation & Sync
Now that the package is installed, you can activate and sync your 360 InstantDocs license.
1Open the App Launcher and navigate to the 360 InstantDocs app.
2Click the 360 InstantDocs Setup tab in the top navigation bar (via InstantDocs App Config).
3Go to the License Manager sub-tab.
4You will see the License Manager component. If the license is inactive, you will see a centered message saying “License Inactive” with an Authorize & Sync with Server button.
5Click the Authorize & Sync with Server button.
6A browser popup window will open for OAuth authorization. Follow the prompts to authorize the connection between your Salesforce org and the InstantDocs server.
After successful authorization, the License Manager will display:
- License Status — Active (with a green status badge) or Trial
- Last Synced — The date and time of the last successful sync
- License Settings — A grid of tiles showing credits, expiration, and features enabled
Tip: If you ever need to re-authorize (for example, after a sandbox refresh), click the Re-Authorize button that appears in the header when the license is active.
Step 2: Permission Set Assignment
360 InstantDocs includes two permission sets that control access to the application:
| Permission Set | Purpose | Assign To |
|---|---|---|
| 360 InstantDocs Admin | Full administrative access: configure the application, manage templates, manage buttons, view error logs, and generate documents. | Salesforce Administrators and InstantDocs power users |
| 360 InstantDocs User | Standard user access: generate documents from records, use bulk generation, and view generated documents. | Sales reps, managers, and all other end users who need to generate documents |
Assigning Permission Sets via InstantDocs Setup
1In the InstantDocs Setup page, click Permission Set Assignment in the left sidebar.
2The Permission Set Assignment panel loads, displaying a table of all users in your org.
3The table has columns for User Information (Name, Email, Username, Profile, Role) and checkboxes for each permission set: 360 InstantDocs Admin and 360 InstantDocs User.
4Use the Filter section (click “Toggle Filters” if hidden) to search for users by Profile, Name, Email, or Username. Check 360 InstantDocs Admin for administrators; check 360 InstantDocs User for end users.
5To assign a permission set to all visible users at once, use the Select All checkbox in the column header.
6Once you have made your selections, click the Update button at the top-right of the panel.
7A success notification will confirm the assignments have been saved.
Note: Users must log out and log back in (or refresh their browser session) after permission set assignment for the changes to take effect.
Step 3: Template Sharing Rules for End Users
The 360 InstantDocs User permission set grants Read access to the Template object but does not include “View All” permission. This means end users can only see templates that are explicitly shared with them. You must create Sharing Rules on the Template object to grant visibility to end users.
Important: Without sharing rules, end users will not see any templates in the document generation wizard, even though they have the 360 InstantDocs User permission set assigned. The permission set allows access to the object, but the sharing model controls which specific records are visible.
Step 3a: Create a Public Group for InstantDocs Users
1Go to Setup → search for Public Groups in Quick Find.
2Click New to create a new group.
3Set the Label to All InstantDocs Users (or a name that fits your organization).
4In the Search dropdown, select Users and add all users who have the 360 InstantDocs User permission set. Alternatively, select Roles or Roles and Subordinates to include entire teams.
5Click Save.
Tip: If your organization uses Roles, you can add roles instead of individual users. This way, new users assigned to those roles will automatically be included in the group.
Step 3b: Create a Sharing Rule on Template__c
1Go to Setup → search for Sharing Settings in Quick Find.
2Scroll down to the Template section.
3Click New under the Template Sharing Rules list.
4Enter a Label, for example: Share Active Templates with All Users.
5For Rule Type, select Based on criteria.
6Set the criteria: Field: IsActive__c | Operator: equals | Value: True.
7Under Share with, select the Public Group you created (e.g., All InstantDocs Users).
8Set the Access Level to Read Only.
9Click Save.
Note: Sharing rule recalculation may take a few minutes for large organizations. You can monitor the progress in Setup → Sharing Settings.
Recommended Sharing Rule Configurations
| Scenario | Rule Type | Criteria / Owner | Share With | Access Level |
|---|---|---|---|---|
| All active templates visible to all users | Criteria-based | IsActive__c = TRUE | Public Group: All InstantDocs Users | Read Only |
| Templates shared by department | Owner-based | Owned by specific Admin Role | Role: Sales / Support / etc. | Read Only |
| Specific templates for specific teams | Criteria-based | Standard/Custom Field (e.g., Name = “Sales Template”) | Public Group: Sales Team | Read Only |
Step 4: Object Configuration
Before users can generate documents, you must specify which Salesforce objects should be available for document generation in InstantDocs.
1In the 360 InstantDocs App, click InstantDocs App Config in the left sidebar.
2First click on InstantDocs Setup. Click the sub-tab Step 1: Salesforce Object Support in the sidebar.
3The dual list box shows: Left side — Available Objects (all Salesforce objects in your org); Right side — Selected Objects (objects currently enabled for InstantDocs). Use the search fields above each list to filter objects by name. Move the objects you need (e.g., Account, Contact, Opportunity, Quote, Contract, Case, Lead, and any custom objects) to the Selected side.
4Click the Update Configuration button at the top-right to save your selections.
5A success message will confirm the configuration has been saved.
Tip: You must enable at least one object before users can generate documents. You can return to this page at any time to add or remove objects.
Step 5: Microsoft Word Add-In Installation
The 360 InstantDocs Word Add-In allows users to design and edit templates visually in Microsoft Word, with a dedicated sidebar for browsing Salesforce fields and inserting merge tokens.
1Open Microsoft Word (desktop version — Microsoft 365 or Office 2019+).
2Click the Home tab in the Word ribbon.
3Click Get Add-ins (or Office Add-ins depending on your Word version).
4In the Office Add-ins dialog, switch to the Store tab.
5Search for “360 InstantDocs”.
6Click Add next to the 360 InstantDocs Add-In in the search results.
7The Add-In will install and appear in the Word ribbon.
8Click the InstantDocs icon in the ribbon to open the Add-In sidebar.
9In the sidebar, click Sign in to Production or Sign in to Sandbox to authenticate.
10Follow the login prompts to authorize the connection.
Note: If users cannot connect the Word Add-In, verify that the user has the appropriate permission set assigned and that the OAuth policies are configured correctly.
Verification Checklist
After completing all setup steps, use this checklist to verify that 360 InstantDocs is fully configured and ready for use:
360 InstantDocs app is visible in the App Launcher and opens successfully
All six tabs are visible: Home, Getting Started, 360 InstantDocs Setup, Templates, Bulk Document Generation, 360 Document Manager
License sync shows an “Active” or “Trial” status on the InstantDocs Setup → License Manager page
Permission sets are assigned to at least one admin user (360 InstantDocs Admin) and one test user (360 InstantDocs User)
Template Sharing Rules are configured so that end users with the 360 InstantDocs User permission set can see active templates in the document generation wizard
At least one object is enabled in InstantDocs Setup → Configuration → Salesforce Object Support
A Quick Action or URL Button is created on at least one object and is visible on the record page
A test user with 360 InstantDocs User permission can see the InstantDocs app and the Quick Action on a record page
The Microsoft Word Add-In is installed and can successfully connect to your Salesforce org
A test document generation completes successfully (create a simple template, generate a document, verify the output file)
Troubleshooting Common Installation Issues
| Issue | Likely Cause | Resolution |
|---|---|---|
| 360 InstantDocs app not visible in App Launcher | Permission set not assigned or user not logged out/in after assignment | Assign 360 InstantDocs Admin or 360 InstantDocs User permission set to the user. Have them log out and log back in. |
| License shows “Inactive” after clicking Authorize & Sync with Server | OAuth popup was blocked by the browser, or authorization was not completed | Disable popup blockers for your Salesforce domain. Try the authorization again. Ensure you complete the full OAuth flow in the popup. |
| “Record Id is missing in the button configuration” error when clicking a URL button | The c__recordId parameter is missing or the merge field is incorrect | Verify the URL includes c__recordId={!Object.Id} with the correct object merge field (e.g., {!Opportunity.Id}). |
| “Execution mode is missing” error | The c__mode parameter is not included in the button URL | Add &c__mode=auto or &c__mode=view to the button URL. |
| “Template Id is missing” error | The c__templateId parameter is missing when mode is set to auto | Add &c__templateId=YOUR_TEMPLATE_ID to the URL, or set c__mode=view to let users select a template. |
| No templates appear in the template selection dropdown | Templates are not active, not mapped to the correct object, the object is not enabled in Object Configuration, or Sharing Rules are not configured | 1) Check that the template’s IsActive checkbox is checked. 2) Verify the template’s SObject_Name matches the record’s object. 3) Ensure the object is enabled in InstantDocs Setup → Configuration → Object Support. 4) Verify Sharing Rules on Template__c are configured to grant the end user visibility to template records. |
| Word Add-In cannot connect to Salesforce | OAuth policies not configured, or user not assigned to a permitted permission set | Ensure the user’s permission set is assigned. Verify OAuth External Client App configuration in Salesforce Setup. |
| Document generation fails with a server error | Remote Site Setting is missing, or the document generation server is unreachable | Verify the x360InstantDocs Remote Site Setting exists in Setup → Remote Site Settings and is active. Check the Error Log tab for detailed error messages. |
| Quick Action not visible on record page | Action not added to the page layout | Edit the object’s page layout and add the Quick Action to the Salesforce Mobile and Lightning Experience Actions section. |
| Bulk generation button not visible on list view | Button not added to the list view search layout | In Object Manager, edit the Search Layouts / List View Button Layout and add the button to the Selected Buttons list. |
Important Notes for Upgrading to InstantDocs v1.24 or Later
Important: When upgrading the InstantDocs application from version 1.23 or earlier to version 1.24 or later, users must manually update the application name and application logo from the App Manager due to Salesforce package upgrade limitations.
Steps to Update the App Name and Logo
1Go to Setup.
2Search for App Manager in the Quick Find box.
3Select 360 File Sync from the list and click Edit.
4Update the App Name and Image under the App Branding section.
Note: The Sync Setup button has been moved from the Configuration Setup under File Setup section to the License Manager tab under 360 InstantDocs Setup.
360 InstantDocs — Installation & Setup Guide • Version 1.26.0
© 2026 360 Degree Cloud Technologies. All rights reserved.
© 2026 360 Degree Cloud Technologies. All rights reserved.
