This quick install guide will allow you to create and email a custom document in 4 basic steps:
NOTE: You should download and install the S-Docs package into a SANDBOX or DEVELOPER organization. We strongly advise against installing into any production org without proper testing.
S-Docs is now installed in your org.
NOTE: You will need to configure and activate at least one template in order to start using S-Docs.
Document Category: Chose a category from the picklist. Templates can be grouped together so that a user can browse templates by using a category picklist. If needed, you can later customize this picklist.
Related to Type: You must pick an object from the picklist. This is the base or primary object this template will use. If needed, you can customize this list with your custom objects.
Additional Relationships: You can leave this field blank for now. But this field makes S-Docs attempt to associate document generated using this template with a second object (parent). For example, you can relate documents created from an Opportunity (the base object) to also appear in the related list for an Account (additional Relationship).
Output Format: Pick an output format . To support the same document in multiple formats, simply clone the template with a different Format field value.
Document Version: Use this field to track any internally used version number (or date) for this template. It only used for reference purposes.
Available for Use: Check this box. Once checked, this template is visible for new document creation.
Initially Visible: Check this box. Checking this box will make this template visible on initial load of document creation page based on the Object Type. Typically, you want to set this checkbox for the 10 most used templates for each object type. When you have a very large template library, not
Auto Create Attachment: You can leave this field blank. By checking, an attachment will be created for each document that uses this template. Enabling this feature will consume more file storage space.
Note. On newer versions of S-Docs, the "Auto-create Attachment" checkbox can be found in the "Document Options" tab of the template editor. On older versions, this checkbox will appear on the S-Docs Template record detail page, as in the screenshot below.
Enable Detail Reports: You can leave this field blank. By checking, a child record will be created for each field value on every document created using this template. This will allow for reporting, but will require significantly more data storage.
You have now created your first template.
NOTE: The S-Docs install package contains sample page layouts for both the Opportunity and the Account objects. If you decide to use these, you will not need to create the S-Docs button or related lists in this step. You can simply assign these layouts to your group. Alternatively, you can use these layouts as a reference when modifying your own page layouts.
The S-Docs related list on a given record should display all of the S-Docs ever generated* for that record, as well as options to download and email those documents again. In order to display this, we need to add these columns to our related list. Click the wrench icon on the S-Docs related list.
Then, add the following categories: Action, View, Email, Edit, Name, Category, Status, Comments, Doc Created By, Doc Created On. To add a category, click on the category you wish to add and then click the button below “Add”.
The field will be moved to the “Selected Fields” box, which contains all the fields that will display as columns in your final related list. Click “OK” once you’ve added all of your fields.
The related list will appear as follows on a particular record’s page.
*Note that each time you edit an S-Doc template record with “Auto Create Attachment” unchecked, the documents on the related list will change to reflect those edits. The related list will not store documents generated from previous versions of your templates, but rather generate a new document reflecting the most recent version of your template each time you view or email a document in this list.
You have now created and emailed the document
Email Failure Troubleshooting
If you did not receive an email, or if you experience any failed email delivery, it may be due to the S-Docs package not being able to create a dummy contact record used for email delivery. By default, S-Docs will link outbound emails to the contact record with a matching email address. Salesforce requires this linkage. If you send an email to an unknown email address, S-Docs will attempt to link it to a single dummy contact record called "No Contact". This contact record is created just once by the S-Docs package to handle this linkage and is done automatically during the first send request to an unknown email address. However, if your org has implemented validation rules that require additional fields to be completed, then the S-Docs package will not be able to create this contact record, and you should do it manually. The contact record should named "No Contact Record" and must have an email address of "firstname.lastname@example.org". This record only needs to be created once.
If you are testing S-Docs in a sandbox org and emails are not being delivered, you should check settings> Email Administration > Deliverability, and check that "Access to Send Email" is set to "All email". By default, salesforce turns off outbound email access when a sandbox is created to reduce the risk of inadvertently sending emails to contacts during development and testing. Be aware that this change effects the entire sandbox and not just S-Docs.