To stay aligned with Salesforce's move away from Attachments and towards Files, S-Docs allows you to automatically create a File for a given template and link it to a record whenever you generate an S-Doc for that template. You still have the ability to use Attachments, but we recommend making the move to Files now.

1) Add the Files related list to the applicable page layouts.

2) Enable Files permission on regular and community profiles, as applicable, so that users can see the files.

3) Edit the Object Permissions on the applicable User and Community User Profiles
a) On the S-Docs object Edit, verify/check both boxes for the File ID field, and Save.
b) On the S-Docs Templates object Edit, verify/check both boxes for the Auto Create File field, and Save.

4) Edit all applicable templates:
a) uncheck Auto-create Attachment on the Template Detail
b) Select Template Editor, go to the Document Options tab -
i) uncheck the "Auto Create Salesforce Attachment" checkbox
ii) check "Auto-Create File"

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.


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