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Getting started WITH INKIT

  • Welcome to Inkit
  • About Inkit
  • Signing up for (and into) Inkit
  • Quickstart: Generating your first document

INKIT Document Geneneration Platform

  • Using Salesforce with Inkit
    • Installing the Inkit Salesforce package
    • Inserting your API key into the Inkit Salesforce app
    • Embedding Salesforce fields into your Inkit template
    • Adding a Generate Document button in Salesforce
    • Adding an Inkit Document Viewer in Salesforce
    • Generating documents from Salesforce flows
  • Managing users and roles
    • Adding a user
    • Editing a user
    • Adding a role
    • Editing a role
    • Assigning roles to a user
    • Inkit permissions
  • Managing API keys
    • Adding, editing and removing API keys
    • Generating API keys
    • Storing API keys
    • Specifying API keys in your applications
  • Using the API
    • API endpoints
    • Making API requests
    • Paging through list requests
    • Standard API request and response objects
    • API reference
    • API response codes
    • Python SDK
    • Node.js SDK
    • Generate Document
    • Retrieve Document Information
    • Download Document
    • List Documents
    • Delete Document
    • Generate Document Batch
    • Retrieve Batch Information
    • List Batches
    • List Folders
    • Create Template
    • Retrieve Template Information
    • List Templates
    • Retrieve Mail Piece Status
  • Using webhooks
    • Adding, editing and removing webhooks
    • Processing webhooks on your server
    • Inkit webhook events
    • Storing webhook secret keys
  • Using folders
    • Adding, editing and removing folders
    • Sharing folders
    • Traversing folders
    • Specifying folders when generating documents
  • Creating and editing templates
  • Creating DOCX templates
    • Adding merge fields to a DOCX template
    • Adding basic conditional statements to a DOCX template
    • Iterating through a list or a table in a DOCX template
    • Adding DocuSign fields to a DOCX template
    • Building a full-featured DOCX template
  • Creating HTML templates
    • Adding merge fields to an HTML template
    • Adding basic conditional statements to an HTML template
    • Iterating through a list or a table in an HTML template
    • Adding DocuSign fields to an HTML template
    • Building a full-featured HTML template
  • Creating PDF templates
    • Adding merge fields to a PDF template
    • Adding DocuSign fields to a PDF template
    • Building a full-featured PDF template
  • Generating documents
    • Generating documents using the Inkit web app
    • Generating documents using the Inkit API
    • Generating documents that expire
  • Displaying generated documents
    • Displaying generated documents internally on demand
    • Displaying generated documents through document IDs
    • Displaying generated documents through Magic Links
    • Storing generated documents in your own system and displaying them to your customers
  • Adding Apps to Inkit
    • Installing the Magic Link app
    • Installing the Salesforce app
    • Installing the DocuSign app
    • Installing the Sepire app
    • Hubspot to Inkit integration guide (Legacy)
  • Using Sepire
    • Configuring Sepire
    • Creating a Sepire mail peice
    • Viewing the status of a Sepire mail piece
  • Performing administrative tasks
    • Editing your profile
    • Editing your organization
    • Using audit logs
    • Adding two-factor authentication
  • Sending postcards or letters (Legacy)
    • Physical mail quickstart guide
    • Postcard & letter product specs
    • Authentication
    • Postcards
    • Postcard templates
    • Letters
    • Letter templates
    • Upload file size
    • Dynamic images
    • Expected send times

Additional Resources

  • Inkit's zero-trust security policies

Disappearing documents

Suggest Edits

This section of the documentation pertains to document expiration and controlling document self-deletion.

Topics include:

  • PDF expiration and self-deletion
  • Expire a document after a certain number of views
  • Expire a document on a certain date
  • Delete a PDF

Updated about 2 months ago