Documentation

S-Docs Cookbook:

General Solutions

July 16, 2019 in Documentation, General Solutions, S-Docs Cookbook

Translate S-Docs UI

Translating the user experience of S-Docs is simple. Currently, only Spanish and German translations are…
Read More
May 15, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
May 15, 2018 in Documentation, General Solutions, S-Docs Cookbook

The Template Editor “Insert RENDER” Button

S-Docs lets you insert render statements by the click of a button in the WYSIWYG template…
Read More
May 15, 2018 in Documentation, General Solutions, S-Docs Cookbook

Add Custom Filters When Selecting From Your Templates

S-Docs makes sorting through your templates easier by allowing you to create custom filters. In…
Read More
May 15, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
May 11, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
May 3, 2018 in Documentation, General Solutions, S-Docs Cookbook

Pull Picture Attachments and Generate a PDF

You can easily insert picture attachments/files that are related to a record into your PDF…
Read More
April 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Adding Page Breaks to Your PDF

When creating visually pleasing PDFs, it is essential to have control over exactly where the…
Read More
April 19, 2018 in Documentation, General Solutions, S-Docs Cookbook

Adding Page Numbers to Your PDF

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

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…
Read More
February 27, 2018 in General Solutions, Uncategorized

Creating Your First S-Docs Template

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

Automating Emails with Process Builder

Generating automated emails with S-Docs Jobs is simple, and using the Process Builder is the…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Writing a Query That Returns Distinct Records

Say you have a LineItemsSOQL table with a query on the Opportunity object that returns a…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Customizing Your Related List Layout

Sometimes the standard S-Docs related list doesn't result in the right layout of data for…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Email templates in S-Docs

Solution: Before emailing an S-Doc (a PDF, DOC, etc. generated in S-Docs), you can choose an…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Include shipping and billing contacts on a quote

Solution: You may find it necessary to include contact names on an invoice, packing slip,…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

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…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Filtering, sorting and grouping your related list

Solution: There are many advanced features you can leverage to enhance how you your related list…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Add line items (related lists) to your documents

Solution: Child or related records will appear as line items in a table within your…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

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

Under Page Settings in the Template Editor, you can find options to adjust page width,…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Use your own stylesheet or CSS

Solution: From the template editor, click on the Source button. You can then copy your…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Append Terms and Conditions to your contract

Solution: S-Docs allows you to easily create and append a terms and conditions page (or…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Saving S-Docs as attachments

Solution: You can automatically save S-Docs as attachments to the Notes & Attachments related list…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

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,…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Use S-Docs with your custom object

Solution: Yes, S-Docs works great with your custom objects, but there are a few configuration steps…
Read More
January 24, 2018 in Documentation, General Solutions, S-Docs Cookbook

Conditionally show a field value on a document

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