Documentation

S-Docs Cookbook

DocumentationGeneral SolutionsS-Docs Cookbook
August 30, 2019

Translate Merge Fields & Field Labels

S-Docs can translate field labels and field data within your S-Docs templates as long as…
DocumentationGeneral SolutionsS-Docs Cookbook
July 16, 2019

Translate S-Docs UI

Translating the user experience of S-Docs is simple. Currently, only Spanish and German translations are…
DocumentationGeneral SolutionsS-Docs Cookbook
May 15, 2018

Generate And Attach A New Document To Your Current Email

S-Docs allows you to generate and attach new documents to your current email right from…
DocumentationGeneral SolutionsS-Docs Cookbook
May 15, 2018

The Template Editor “Insert RENDER” Button

S-Docs lets you insert render statements by the click of a button in the WYSIWYG template…
DocumentationGeneral SolutionsS-Docs Cookbook
May 15, 2018

Add Custom Filters When Selecting From Your Templates

S-Docs makes sorting through your templates easier by allowing you to create custom filters. In…
DocumentationGeneral SolutionsS-Docs Cookbook
May 15, 2018

Use S-Doc Jobs To Pass An XML String Connected To A Template

The custom field, RecordDataXML__c, allows you to pass an XML string that is mapped to merge…
DocumentationGeneral SolutionsS-Docs Cookbook
May 11, 2018

Specify Coloration on Even and Odd Rows in Subquery Records

S-Docs offers support to specify coloration on even and odd rows in subquery records. The…
DocumentationGeneral SolutionsS-Docs Cookbook
May 3, 2018

Pull Picture Attachments and Generate a PDF

You can easily insert picture attachments/files that are related to a record into your PDF…
DocumentationGeneral SolutionsS-Docs Cookbook
April 24, 2018

Adding Page Breaks to Your PDF

When creating visually pleasing PDFs, it is essential to have control over exactly where the…
DocumentationGeneral SolutionsS-Docs Cookbook
April 19, 2018

Adding Page Numbers to Your PDF

To insert page numbers in your PDF's header or footer, use the {{!PageNumber}} and {{!PageCount}}…
General Solutions
March 12, 2018

Allow Users to Edit Generated Documents with the ‘Allow Edit’ Feature

If you find yourself in need of editing a document after it’s been generated, no…
General SolutionsUncategorized
February 27, 2018

Creating Your First S-Docs Template

Since S-Docs is 100% native to Salesforce, creating your first S-Docs template is a simple…
General SolutionsS-Docs Cookbook
February 19, 2018

Automating Emails with Process Builder

Generating automated emails with S-Docs Jobs is simple, and using the Process Builder is the…
Additional FormulasDocumentationS-Docs Cookbook
January 24, 2018

Formatting Currencies

Solution: If you would like to display “$235,000.00” as the Opportunity amount in your document…
Additional FormulasDocumentationS-Docs Cookbook
January 24, 2018

Formatting Dates

Solution: If you want to create a dated letter with the text “September 1, 2010”…
DocumentationS-Docs CookbookUsing Images
January 24, 2018

Displaying checkboxes

Solution: If you want to create a document that contains checkbox images such as     rather…
DocumentationS-Docs CookbookUsing Images
January 24, 2018

Embedding Google Charts into your document

Solution: Leveraging Google Charts API provides a great way to include dynamic charts in your S-Docs.…
DocumentationS-Docs CookbookUsing Images
January 24, 2018

Adding Dynamic Images into Templates

Solution: While the previous solution shows how to insert static images, S-Docs can also insert dynamic…
DocumentationS-Docs CookbookUsing Images
January 24, 2018

Embedding static images into your document

Solution: For static images like a company logo, you can use an image tag similar to…
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

This article will explain how to choose between the following document formats: PDF MS Word…
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…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Create a Document for Each Record in a Related List

There are plenty of times where a user might want to generate documents for each…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Writing a Query That Returns Distinct Records

Say you have a LineItemsSOQL table with a query on the Opportunity object that returns a…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Insert SOQL Query Data as Merge Fields with the Queryname Feature

In S-Docs, related lists and direct SOQL lists have a massive amount of flexibility in how they are displayed…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Customizing Your Related List Layout

Sometimes the standard S-Docs related list doesn't result in the right layout of data for…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Email templates in S-Docs

Solution: Before emailing an S-Doc (a PDF, DOC, etc. generated in S-Docs), you can choose an…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Configure a Multiple-Page Table to Repeat its Header on Each Page

Multi-page tables might not look as clean as you'd like on your first attempt. If…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Import Word Templates into S-Docs (HTML, PDF, DOC, etc.)

Update: Refer to this documentation for the newly developed DOCX feature. The below solution is relevant…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Insert a Template Into Another Template as a Merge Field

Solution: Organizations often have multiple templates containing identical sections. For example, you might have to…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Using Your Salesforce Email Signature in S-Docs

Solution: Automatically inserting users’ Salesforce email signatures in S-Docs is a great way to keep their…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Include shipping and billing contacts on a quote

Solution: You may find it necessary to include contact names on an invoice, packing slip,…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Access other fields not visible from the Insert Field Picker button

Solution: The Insert Field button in the template editor will allow you to easily insert…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Using S-Docs Direct SOQL Feature for Related List

Solution: S-Docs Direct SOQL feature is a valuable option when your standard related list option…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Filtering, sorting and grouping your related list

Solution: There are many advanced features you can leverage to enhance how you your related list…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Add line items (related lists) to your documents

Solution: Child or related records will appear as line items in a table within your…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Change page size and orientation (landscape, legal, mailing label)

Under Page Settings in the Template Editor, you can find options to adjust page width,…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Use your own stylesheet or CSS

Solution: From the template editor, click on the Source button. You can then copy your…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Append Terms and Conditions to your contract

Solution: S-Docs allows you to easily create and append a terms and conditions page (or…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Saving S-Docs as attachments

Solution: You can automatically save S-Docs as attachments to the Notes & Attachments related list…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Link one document to many objects

Solution: You can relate many records to the same S-Doc by leveraging the SDoc_Relationship__c junction object. By default,…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Use S-Docs with your custom object

Solution: Yes, S-Docs works great with your custom objects, but there are a few configuration steps…
DocumentationGeneral SolutionsS-Docs Cookbook
January 24, 2018

Conditionally show a field value on a document

Solution: Perhaps you have a sales quote where you would like to waive charges for…