Knowledge Base

Guides, manuals, and FAQs for 360 SmartDocs — Salesforce document automation made simple.

Everything you need to get up and running with 360 InstantDocs is right here. Whether you're setting it up for the first time, building your first Word template, or figuring out how to connect DocuSign, these guides walk you through every feature step by step, without assuming you already know how it works. Pick a guide from the left, or search for what you're looking for above.

Knowledge Base 09 Jul 2026

Feature & User Guide

1. Introduction 1.1 About This Guide This guide is designed for end users, sales representatives, managers, and administrators who use 360 InstantDocs…

Knowledge Base 09 Jul 2026

Test1

Salesforce and Its Storage Challenges Salesforce is a leading CRM platform utilized globally by businesses to manage customer relationships, streamline sales processes,…

Knowledge Base 08 Jul 2026

Test

1. Introduction 1.1 About This Guide This guide is designed for end users, sales representatives, managers, and administrators who use 360 InstantDocs…