Installation and Configuration

Start here to install Viewer and configure core setup options in your Salesforce org.

Article Navigation

• Quick Start Guide - First-time Salesforce admin setup path to generate your first Viewer document.
• Viewer Features - Review the main product capabilities, including templates, automation, dynamic layouts, and signing.
• How to Navigate to Viewer - Access Viewer and understand the main interface.
• Using Regions in Viewer App - Configure region settings for document generation.
• Known Limitations - Review current product limitations and constraints.