Documentation

Documentation Index: Formatting

At S-Docs, the user comes first. We try to gauge the varying levels of product expertise by breaking down our documentation into levels of proficiency.

Introduction

S-Docs with Salesforce Lightning

S-Docs with The Salesforce Mobile App

S-Docs Template Editor

Creating Quote Template

Include Shipping and Billing Contacts on a Quote

Adding Page Breaks to a PDF

Adding Page Numbers to a PDF

Choosing PDF, HTML, MS Word or Excel Formats

Change Page Size and Orientation

Intermediate

Using S-Docs with Salesforce Chatter

Preview Documents within the Template Editor

Using Arithmetic Functions

Advanced Template Features

Configuring S-Docs with Salesforce Quote Objects

Append Terms and Conditions to your Contract

Use your own Stylesheet of CSS

Displaying Checkboxes

Embedding Google Charts into your Doc

Embedding Static Images into your Document

Formatting Dates

Formatting Currencies

Specify Color on Even/Odd rows in Subquery Record

Advanced

Adding Dynamic Images Into Templates

Writing a Query that Returns Distinct Records

Use S-Docs Jobs to pass an XML string Connected to Template

Configure a Multi-Page Table to Repeat Header on Each Page

Parameters for APEX Buttons and Calls

S-Docs with Communities