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.
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.
Generate Documents Automatically
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.
Batch Document Generation
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: Automation, Mass Merge, S-Docs Button