Welcome to the 360 InstantDocs Knowledge Base
Find step-by-step guides and manuals for every feature- from installation to eSignature.
Flow and Apex Integration Guide
1. Flow and Apex Integration 360 InstantDocs provides an Invocable Action that can be called from Salesforce Flows, Process Builder, or Apex…
Installation And Setup Guide
1. Introduction 1.1 About 360 InstantDocs 360 InstantDocs is a powerful Salesforce-native document generation solution that lets you create professional documents —…
eSignature Integration Guide
1. About This Guide 1.1 Overview 360 InstantDocs is a document generation application by 360 Degree Cloud Technologies, available on the Salesforce…
Word Add-In User Guide
1. Introduction & Overview The 360 InstantDocs Word Add-In is a Microsoft Word sidebar that connects directly to your Salesforce organization. It…
Feature and 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…
