Navigating the Documint App

Once you launch 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.

Please note: the Documint app will not show templates that are connected to a data source.

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.

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.

The record selection overlay also provides tools to search and filter records.