Overview: Generating Documents

Introduction

S-Docs allows you to generate business documents entirely on the Salesforce platform using a variety of different methods. Whether manually or automatically, you can customize the document generation experience to fit your business requirements.

Generate Documents Manually

By default, document generation begins with the S-Docs button, a customizable apex button placed on Salesforce object record layouts. End users click the S-Docs button to select available template(s), generate, and email documents from a base record in Salesforce.

Info
Learn about creating the S-Docs button by visiting the S-Docs installation & configuration guide.

The entire manual experience can be customized to fit your requirements. You can use button parameters to configure the S-Docs button to preselect templates or even generate and email documents with only a single click required from the end user.

You can also modify post-document-generation behavior such as auto-opening or auto-downloading documents.

Info
Learn more about the manual document generation experience by visiting the S-Docs End User Guide.
Info
Learn more about different configuration options for the S-Docs button by visiting the Automation Options guide.

Generate Documents Automatically

Note: Full document automation is only available to S-Docs Unlimited Edition customers, and additional fees may apply. Please view our pricing page for more information.

Document generation can be invoked automatically and occur in the background with no specific user input.

The S-Doc Job object will automatically generate documents when S-Doc Job records are created and populated. You can use Process Builder, Flow, or Apex triggers to create S-Doc Job records and automatically generate and email documents based on platform-triggering events in Salesforce.

Info
Learn more about setting up document automation with S-Docs by visiting the Automation guide.

Batch Document Generation

Note: Full batch generation is only available to S-Docs Unlimited Edition customers, and additional fees may apply. Please view our pricing page for more information.

Batches of documents can be generated (and optionally emailed) for many records at once using the S-Docs Mass Merge feature. This feature can be useful for personalized mass communications or printable mailing labels.

Tags: , ,

Was this helpful?