Documentation

S-Docs Cookbook:

Best Practices

Best PracticesDocumentationS-Docs Cookbook
January 24, 2018

Moving S-Docs Templates from Sandbox to Production

Solution. If you created S-Docs templates in your sandbox, you might be wondering how to move…
Best PracticesDocumentationS-Docs Cookbook
January 24, 2018

Choosing between PDF, HTML, MS Word or Excel formats

Solution. Some document formats are better suited for certain documents types. For example, PDFs typically…
Best PracticesDocumentationS-Docs Cookbook
January 24, 2018

Using S-Docs with Salesforce Chatter

Solution:  Since S-Docs is a Native Force.com app, it integrates seamlessly with Salesforce Chatter.  Enabling…
Best PracticesDocumentationS-Docs Cookbook
January 24, 2018

Updating templates without affecting previously created documents

Solution. It is important to understand that once a template has been used to create…