Everything your IT, security, and ops teams need.
Pick the doc that matches your role. Each is short, written for technical readers, and designed to be shareable inside your organization.
Onboarding guide
Install the managed package, author your first template, define a selection rule, and generate your first production document — start to finish in an afternoon.
For: Salesforce admins Read →Security review
Architecture, data handling, encryption, authentication, threat model, and third-party dependencies — written to satisfy a security review.
For: Security & compliance teams Read →Data handling & residency
What DocRoute stores, where it stores it, and what (if anything) leaves your Salesforce org via the e-signature dispatch.
For: DPO / privacy review Read →Integration setup
DocuSign and Adobe Sign provider configuration, Flow / Quick Actions / Apex API entrypoints, and the custom PDF renderer adapter interface.
For: IT operations Read →Need a doc that isn't here? Tell us what your team needs and we'll write it.