Documentation

Docable documentation

Guides, recipes and reference for administrators, authors, approvers and integrators.

Start here

Five steps from nothing to your first generated document.

  1. Check what you need and installPrerequisites, installing into a sandbox, permission sets and readiness.
  2. Your first document with AIDescribe it in your own words, then finish it in the editor.
  3. Your first document without AIStart from a quick start, add your Brand Kit and your wording.
  4. Bring a Word templateImport a .docx you already use. No AI needed.
  5. Check, approve and generateProofs, approval if you use it, then PDF and Word from a record.

How-to guides by job

Each guide starts with the finished result and lists the steps.

  • Write documentsType, add fields, tables, totals, rules, pictures, charts, codes and signatures.
  • Brand KitsMake a Brand Kit from your logo, colours and company details, and get it ready to use.
  • Check and approvePreview, validate, proofs, approval, activation and going back a version.
  • Generate documentsFrom a record or many, PDF, Word or both, combined PDFs, retries and retention.
  • Automate and connect AIGenerate from Flow, Apex and REST, and connect Claude and Agentforce.
  • Rebuild with ClaudeRebuild a PDF, a scan or a Word file as a template.
  • Admin and securityDocable Setup, system mode, portal and guest users, storage and support files.
  • Move between orgsExport a template from a sandbox and import it into production.

Recipes

Ten finished documents, each taken apart block by block from its quick start.

Reference and help

Reference

Formats, request fields, permission sets, error codes, limits and a glossary.

Need more help? Contact support, and include the support file from Docable Setup.

Last updated 29 October 2026.