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S-Docs for Salesforce
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Knowledge Base
S-Docs

Unlock the power of your S-Docs account. Browse our knowledge base of help articles to install, configure, and supercharge S-Docs.

  • Knowledge Base
  • S-Docs

Install & Configure

15
  • Installation
  • General Configuration
  • Translation
View all 15 articles

Creating & Managing Templates

33
  • Overview: Template Formats
  • Understanding Template Formats
  • Creating Templates
  • Managing Templates
View all 33 articles

Inserting & Formatting Data

34
  • Overview: Building Documents
  • Merge Fields
  • Related Lists & SOQL Queries
  • Images
  • Formatting Data
  • External Data
View all 34 articles

Applying Logic

6
  • Overview: S-Docs Conditional Logic
  • The Insert Conditional Logic Button
  • Conditionally Show Field Values on a Document
  • Using Arithmetic Functions
  • Use Switch Statements
  • Call Apex Classes in S-Docs Templates
View all 6 articles

Generating Documents

13
  • Overview: Generating Documents
  • Generate Documents Manually
  • Generate Documents Automatically
  • Batch Processing
View all 13 articles

Distributing and Storing Documents

8
  • Emailing Documents
  • Storing Documents
View all 8 articles

Integrations

6
  • Overview of S-Docs Google Drive Integration
  • Setting Up S-Docs & Google Drive
  • Uploading Documents to Google Drive
  • Integrating S-Docs with Microsoft SharePoint
  • Integrating S-Docs with Box
  • Connecting S-Docs With Amazon S3
View all 6 articles

Administration

7
  • S-Docs Setup
  • Permission Sets
  • S-Docs Custom Settings
  • Sandbox Refresh Considerations
  • S-Docs with Multi-Factor Authentication (MFA)
  • My Self-Signed Certificate Is Expired
  • Considerations: Enhanced Domains with S-Docs
View all 7 articles

Menu

  • Install & Configure
  • Creating & Managing Templates
  • Inserting & Formatting Data
  • Applying Logic
  • Generating Documents
  • Distributing and Storing Documents
  • Integrations
  • Administration

Products

  • Document Generation
  • E-Signature
  • Pricing
  • Customers
  • Partners
  • Order Now

Solutions

  • Healthcare & Life Sciences
  • Financial Services
  • Government
  • Retail & Manufacturing
  • Consumer Goods & Electronics
  • S-Docs for Salesforce Revenue Cloud
  • All Industries

Resources

  • Knowledge Base
  • S-Docs Blog
  • Videos
  • Template Library
  • Release Notes
  • Troubleshooting
  • FAQ

About

  • Overview
  • Native Benefits
  • Leadership
  • News & Events
  • Careers
  • Contact Us

Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. S-Docs is now used by thousands of global subscribers from all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and e-signature solution and put us in the top 1% of all apps on the Salesforce AppExchange.

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  • Products
    • Document Generation
    • E-Signature
    • Pricing
  • Solutions
    • Healthcare & Life Sciences
    • Financial Services
    • Government
    • Retail & Manufacturing
    • Consumer Goods & Electronics
    • S-Docs for Salesforce Revenue Cloud
    • All Industries
  • Customers
  • Partners
  • Resources
    • Knowledge Base
    • S-Docs Blog
    • Videos
    • News & Events
    • Template Library
    • Release Notes
    • Troubleshooting
    • FAQ
  • About
    • Overview
    • Why 100% Native?
    • Leadership
    • Careers
    • Contact Us
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