September 14, 2018
A Salesforce Document Generation App Will Change Your Life – Really!
You know those campy infomercials where an exasperated actor looks at the camera and screams…
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September 14, 2018
Document Creation and the Salesforce Admin Hero
There are many skills necessary to be a great Salesforce Administrator. Perhaps one of the…
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July 5, 2018
An Interview with Brad Booher of UHC Dental
Brad Booher is a Senior Technical Architect at one of the nation’s largest dental insurers…
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May 24, 2018
Merge User Input with Documents at Runtime
Ever wanted to have a user fill out a form whenever they generate a document?…
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February 6, 2018
Preview Documents Within the Template Editor
As you build your S-Docs template, you'll likely want to generate a document using that…
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February 6, 2018
Integrating with Adobe eSign
S-Docs supports integration with Adobe eSign. Here are the steps needed to integrate S-Docs with…
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February 6, 2018
Integrating S-Docs with DocuSign
S-Docs supports a variety integrations with DocuSign. Since integrations may vary from org to org…
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February 6, 2018
Upload Templates From Microsoft Word With The DOCX Feature
S-Docs provides users the opportunity to efficiently upload .docx files through the DOCX feature, which exists to accomplish one…
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February 6, 2018
Automatically Create Salesforce File & Link to Record Upon Document Generation
To stay aligned with Salesforce's move away from Attachments and towards Files, S-Docs allows you…
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February 6, 2018
Import a Template into S-Docs
Note. If you're a newer user, you'll need to configure S-Docs for use in your org…
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