What to do after your first document

You have made your first document. Pick the job you want to do next: each guide starts with the result and lists its steps.

I want to	Read
Make another template from a ready-made one	Make your first document without AI
Rebuild a PDF, a scan or a Word file I already have	Rebuild an existing document with Claude
Put my logo, colours and company details on every document	Give your documents a Brand Kit
Print a section only for some records	Show a section only when it applies
Show related records, totals, pictures or charts	Show related records in a table, Add totals and calculations, Add pictures and photos, Add a chart
Make documents for every record I choose	Make documents for many records
Make documents automatically	Flow, Apex or REST
Move a template from a sandbox to production	Move a template between orgs
Go back to an earlier version	Go back to an earlier version
Fix a template after a field changed	Fix a template after your Salesforce data changes
Make a failed document again	Retry failed documents
See how each example document was built	Recipes
Understand what leaves my org	Security and data flow
Look up a format, a permission set or a code	Reference
Get help	Troubleshooting, then support with the support file from Docable Setup › Support