# Navigating the Documint App

Once you[ launch](/integrations/hubspot/installing-the-documint-app.md#launching-the-documint-app) the Documint app, you will be brought to the app's dashboard where you will see an overlay prompting you to select a template. Pick the template you would like to use to proceed.

{% hint style="info" %}
Please note: the Documint app will not show templates that are connected to a data source.
{% endhint %}

<figure><img src="/files/9Y7v8SZUYuqiN8mJD3fV" alt=""><figcaption></figcaption></figure>

This is the dashboard. Here you will be able to select a record, change your template, view your document preview, and generate your document among other things.

<figure><img src="/files/ncZCkKLNDoBCXBA0aIeM" alt=""><figcaption></figcaption></figure>

#### Changing your record

By default, the Documint app launches with the record from which you launched it as the selected record. You can change the selected record by clicking on the "change" label that is near the record controls at the top of the dashboard.

Clicking on change will open an overlay from which you can select your record. You can also see records for different object types by switching the current object type with the dropdown in the top left corner of the overlay.

<figure><img src="/files/3qwzSgGLUQEsyU3j6k94" alt=""><figcaption><p>The record selection overlay also provides tools to search and filter records.</p></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.documint.me/integrations/hubspot/navigating-the-documint-app.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.