# Docupilot ## Docupilot - [Docupilot Help Documentation](https://help.docupilot.app/readme.md): Docupilot is a document automation/generation software that allows you to create efficient document workflows for your business. - [Getting Started](https://help.docupilot.app/getting-started.md) - [Building Templates](https://help.docupilot.app/document-template.md) - [Tokens (Merge Field)](https://help.docupilot.app/document-template/tokens-merge-field.md): Tokens helps you to generalize your template’s dynamic information and standardize the document creation process. - [Document Builder](https://help.docupilot.app/document-template/document-builder.md) - [AI-Powered Template Builder](https://help.docupilot.app/document-template/ai-powered-template-builder.md): Take advantage of AI to build templates faster and easier - [Word Document (DOCX) & PowerPoint (PPTX)](https://help.docupilot.app/document-template/ms-word-powerpoint-document.md): This section helps you to generate dynamic Word documents and PowerPoint. - [Excel (XLSX)](https://help.docupilot.app/document-template/excel-file-xlsx.md): This section helps you to generate dynamic Excel Spread Sheets. - [Fillable PDF](https://help.docupilot.app/document-template/fillable-pdf.md) - [Template Preferences](https://help.docupilot.app/document-template/template-preferences.md) - [Formatting Your Data](https://help.docupilot.app/document-template/formatting-your-data.md): This section guides you to format your data. For example, you want to display your text in uppercase or lowercase and much more. Here formatting doesn't mean styling your content (font, size, color). - [Numerical Calculations](https://help.docupilot.app/document-template/numerical-calculations.md) - [Advanced usage](https://help.docupilot.app/document-template/advanced-usage.md): This section guides you to advanced usage of helpers. - [Content Library](https://help.docupilot.app/content-library.md): Content Library helps you to reuse frequently used document sections—like Terms & Conditions, policy texts, legal clauses, or any repeatable content—across multiple templates - [Test your document template](https://help.docupilot.app/test-your-document-template.md) - [Deliveries](https://help.docupilot.app/deliveries.md): Deliveries allow you to send your generated document to the desired destination. Example, you can email your document, or send it to Zoho CRM, or store it in Dropbox/Google Drive. - [Email](https://help.docupilot.app/deliveries/email.md) - [Webhook](https://help.docupilot.app/deliveries/webhook.md) - [eSignature](https://help.docupilot.app/deliveries/esignature.md): Send generated documents for signing through Docupilot’s built-in signing solution. - [SFTP](https://help.docupilot.app/deliveries/sftp.md): Securely upload generated documents to your documents to your File Server - [Dropbox](https://help.docupilot.app/deliveries/dropbox.md): Store the generated documents to your Dropbox Account - [Google Drive](https://help.docupilot.app/deliveries/google-drive.md): Store the generated documents to your Google Drive Account - [One Drive](https://help.docupilot.app/deliveries/one-drive.md): Save the generated documents in your OneDrive account. - [DropboxSign (formerly Hellosign)](https://help.docupilot.app/deliveries/hellosign.md): Send generated documents automatically for Signing. - [DocuSign](https://help.docupilot.app/deliveries/docusign.md): Send generated documents automatically for Signing. - [SignNow](https://help.docupilot.app/deliveries/signnow.md): Send generated documents automatically for Signing. - [Xodo sign (formerly Eversign)](https://help.docupilot.app/deliveries/eversign.md): Send generated documents automatically for Signing. - [Signable](https://help.docupilot.app/deliveries/signable.md): Send generated documents automatically for Signing. - [Yousign](https://help.docupilot.app/deliveries/yousign.md): Send generated documents automatically for Signing. - [Amazon S3](https://help.docupilot.app/deliveries/amazon-s3.md): Saving created documents in AWS Simple Storage Services(S3). - [Azure Blob Delivery](https://help.docupilot.app/deliveries/azure-blob-delivery.md): Saving created documents in Azure Blob Storage. - [Box Drive](https://help.docupilot.app/deliveries/box-drive.md): Upload the generated documents to your Box Drive. - [Create document](https://help.docupilot.app/create-document.md) - [Data Capture Form](https://help.docupilot.app/create-document/data-capture-form.md): Generate Documents using Data Capture Form - [API & Webhook Integration](https://help.docupilot.app/create-document/api-and-webhook-integration.md): Generate Documents using Webhooks & APIs - [Bulk Create](https://help.docupilot.app/create-document/bulk-create.md): Generating documents in bulk from an Excel or CSV - [Integrate with Zapier](https://help.docupilot.app/create-document/integrate-with-zapier.md): Generate Documents from Salesforce, Google Forms, Wufoo Forms, etc. - [Integrate with Make](https://help.docupilot.app/create-document/integrate-with-integromat.md): Generate Documents using DropBox, JotForm, Google Sheets etc.. - [Integrate with Zoho Flow](https://help.docupilot.app/create-document/integrate-with-zoho-flow.md): Generate Documents from Salesforce, Google Forms, Jot Forms, etc. - [Integrate with Integrately](https://help.docupilot.app/create-document/integrate-with-integrately.md): Generate Documents from Google Docs, Salesforce, Jot Forms etc.. - [eSignatures](https://help.docupilot.app/esignatures.md): Explore how Docupilot’s eSignature feature enables secure document signing, envelope tracking, and automated reminders. - [Introduction to eSignatures](https://help.docupilot.app/esignatures/introduction-to-esignatures.md): Learn about eSignatures and key terminologies - [Creating eSignatures](https://help.docupilot.app/esignatures/creating-esignatures.md) - [Signature Invitation](https://help.docupilot.app/esignatures/signature-invitation.md) - [Reminder Settings](https://help.docupilot.app/esignatures/reminder-settings.md) - [Envelope Statuses](https://help.docupilot.app/esignatures/envelope-statuses.md) - [Envelope Actions](https://help.docupilot.app/esignatures/envelope-actions.md) - [Signing & Declining an invite](https://help.docupilot.app/esignatures/signing-and-declining-an-invite.md) - [Integrations](https://help.docupilot.app/integrations.md) - [Google Forms](https://help.docupilot.app/integrations/google-forms.md): Generate/Populate/Merge PDF or Word Documents with data from your Google Forms Submission. - [Google Sheets](https://help.docupilot.app/integrations/google-sheets.md): Generate/Populate/Merge PDF or Word Documents with every new row from your Google Sheets. - [Airtable Extension](https://help.docupilot.app/integrations/airtable-extension.md): Generate/Populate/Merge documents from your Airtable records - [Microsoft Word Add-In](https://help.docupilot.app/integrations/microsoft-word-add-in.md): Docupilot's MS Word Add-in makes it easier than ever to download, edit, and upload templates directly from Microsoft Word. Below is a quick guide to help you make the most of this powerful tool: - [Account Setup & Administration](https://help.docupilot.app/account-setup-and-administration.md): Managing your Docupilot account — setup your organization, create workspaces, invite users, setup security, and overall account administration. - [Setting Up Your Account](https://help.docupilot.app/account-setup-and-administration/setting-up-your-account.md) - [Creating Workspaces](https://help.docupilot.app/account-setup-and-administration/creating-workspaces.md) - [Managing your Org](https://help.docupilot.app/account-setup-and-administration/managing-your-org.md) - [User Management](https://help.docupilot.app/account-setup-and-administration/managing-your-org/user-management.md): Invite, Transfer ownership, Deactivate Users at Organization level. - [Verified Domains](https://help.docupilot.app/account-setup-and-administration/managing-your-org/verified-domains.md): Add and verify your company's email domains to enhance workspace security and enable Single Sign-On (SSO). - [Login Methods](https://help.docupilot.app/account-setup-and-administration/managing-your-org/login-methods.md): Configure login methods such as Password based, SSO, etc to provide secure and seamless access for all users in your organization. - [Microsoft Entra ID SSO](https://help.docupilot.app/account-setup-and-administration/managing-your-org/login-methods/microsoft-entra-id-sso.md): Set up Microsoft Entra ID (formerly Azure AD) as your SAML SSO provider for Docupilot. - [Okta SSO](https://help.docupilot.app/account-setup-and-administration/managing-your-org/login-methods/okta-sso.md): Set up Okta as your SAML SSO provider for Docupilot. - [User Profile & Account Security](https://help.docupilot.app/account-setup-and-administration/user-profile-and-account-security.md): This section guides you through editing your profile, changing your password, and enabling/disabling Multi-Factor Authentication (MFA). - [Collaborating with multiple users](https://help.docupilot.app/collaborating-with-multiple-users.md) - [Invite users](https://help.docupilot.app/collaborating-with-multiple-users/invite-users.md): Invite users to collaborate within your Docupilot workspace. - [Manage & delete users](https://help.docupilot.app/collaborating-with-multiple-users/manage-and-delete-users.md): Change a user's role or delete users within a workspace - [Reports](https://help.docupilot.app/reports.md) - [Settings](https://help.docupilot.app/settings.md) - [Workspace](https://help.docupilot.app/settings/workspace.md): On this page, you have the ability to modify and adjust the configuration settings of your workspace as needed. Workspace can also be deleted if necessary. - [API Settings](https://help.docupilot.app/settings/api-settings.md): API keys are essential for integrating third-party applications such as Zapier. In this section, you can create and manage your API keys to ensure smooth integration. - [Manage Subscription](https://help.docupilot.app/settings/manage-subscription.md) - [Linked Accounts](https://help.docupilot.app/settings/linked-accounts.md) - [Folders & Templates management](https://help.docupilot.app/folders-and-templates-management.md): This section will explain how to edit, delete and manage templates and folders - [Manage Folders](https://help.docupilot.app/folders-and-templates-management/manage-folders.md) - [Manage Templates](https://help.docupilot.app/folders-and-templates-management/manage-templates.md) - [Share Templates & Folders](https://help.docupilot.app/folders-and-templates-management/share-templates-and-folders.md): Share templates and folders with members to explicitly grant Read, Write or Manage access to a template or a folder. - [Frequently Asked Questions (FAQs)](https://help.docupilot.app/frequently-asked-questions-faqs.md) - [API Overview](https://help.docupilot.app/developers/api-overview.md) --- # Agent Instructions This documentation is published with GitBook. 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