Write documents
Last updated 25 October 2026.
Pick the job. Each guide says what you will have at the end, lists what you need first, then gives numbered steps, a check and fixes for common problems.
| I want to | Guide |
|---|---|
| Type, style and set up a page | Write and format a document |
| Print Salesforce data | Put Salesforce data in a document |
| Repeat a row for each related record | Show related records in a table |
| Repeat a box or a block of content for each related record | Repeat a section for each record |
| Add up amounts or work out a value | Add totals and calculations |
| Show or hide part of a document | Show a section only when it applies |
| Add a logo, product picture or photo | Add pictures and photos |
| Chart related records | Add a chart |
| Print a QR code or barcode | Add a QR code or barcode |
| Print a signature or signature lines | Add a signature |
| Ask AI to change a template | Change a template with the assistant |
Something unclear or wrong? Tell support. Product page: The editor.