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Managing documents

Getting started WITH INKIT

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

administration

  • Managing users and roles
    • Adding a user
    • Editing a user
    • Adding a role
    • Editing a role
    • Assigning roles to a user
    • Inkit permissions
  • Using folders
    • Adding, editing and removing folders
    • Sharing folders
    • Traversing folders
    • Specifying folders when generating documents
  • Performing administrative tasks
    • Editing your profile
    • Editing your organization
    • Using audit logs
    • Adding two-factor authentication

templates

  • Creating and editing templates
  • Creating PDF templates
    • Embedding merge fields into a PDF template
    • Building a full-featured PDF template
  • Creating DOCX templates
    • Embedding merge fields into a DOCX template
    • Embedding basic conditional statements into a DOCX template
    • Iterating through a list or a table in a DOCX template
    • Building a full-featured DOCX template
  • Creating HTML templates
    • Embedding merge fields into an HTML template
    • Embedding basic conditional statements into an HTML template
    • Iterating through a list or a table in an HTML template
    • Building a full-featured HTML template

documents

  • Generating documents
    • Generating documents using the web app
    • Generating documents using the API
    • Generating documents that expire
  • Displaying documents
    • Displaying generated documents internally on demand
    • Displaying generated documents through document IDs
    • Storing generated documents in your own system and displaying them
  • Managing documents
    • Viewing documents
    • Removing documents

workflows

  • Using workflows
    • Creating workflows
    • Editing workflows
    • Launching workflows
    • Filtering workflows

for developers

  • Managing API keys
    • Adding, editing and removing API keys
    • Regenerating 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
    • Launch Workflow
    • List Workflow Statuses
    • Launch Workflow Batch
    • Retrieve Workflow Batch Information
    • List Workflow Batches
    • List Folders
    • Create Template
    • Retrieve Template Information
    • List Templates
    • Retrieve Mail Piece Status
    • Send Digital Signature
  • Using webhooks
    • Adding, editing and removing webhooks
    • Processing webhooks on your server
    • Inkit webhook events
    • Storing webhook secret keys

apps

  • Salesforce
    • Installing the Inkit package in Salesforce
    • Setting up the Inkit app in Salesforce
    • Setting up the Salesforce app in Inkit
    • Adding a Generate Document button in Salesforce
    • Adding an Inkit Document Viewer in Salesforce
    • Embedding Salesforce fields into your Inkit template
    • Generating documents from Salesforce flows
    • Generating documents from Salesforce Apex triggers
  • Magic Link
    • Setting up the Magic Link app
    • Configuring the Magic Link Portal
    • Generating documents with Magic Links and sharing them
    • Sharing documents with Magic Links
    • Viewing the status of Magic Links
  • DocuSign
    • Setting up the DocuSign app
    • Embedding DocuSign fields into a PDF template
    • Embedding DocuSign fields into a DOCX template
    • Embedding DocuSign fields into an HTML template
  • Sepire
    • Setting up the Sepire app
    • Configuring Sepire
    • Creating a Sepire mail peice
    • Viewing the status of a Sepire mail piece
  • Amazon S3
    • Setting up the Amazon S3 app
  • Google Drive
    • Setting up the Google Drive app
  • Dropbox
    • Setting up the Dropbox app
  • Box
    • Setting up the Box app

FOR DOD

  • Getting Started
  • Digital Signature
    • Adding Digital Signature blocks to a PDF template
    • Adding Digital Signature blocks to a DOCX template
    • Adding Digital Signature blocks to an HTML template
    • Digital Signature status
    • Using the Digital Signature Dashboard
    • Sending a document for Digital Signature
    • Signing a Digital Signature document

Managing documents

Suggest Edits

You can manage documents you've generated in the Inkit web app, regardless of whether you generated them in the web app or through the API.

You can do the following document-related tasks:

  • Viewing documents
  • Sharing documents with Magic Links
  • Removing documents

Updated over 1 year ago


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