JSON templates allow you to merge data from Salesforce into JSON files. They are built with the S-Docs Template Editor in Salesforce.
JSON templates are used to store information for use with other S-Docs functions; most notably Switch statements.
They are not used to create regular business documents.
|HTML/CSS Source Editing|
|Template Header & Footer|
|Insert Component Templates|
|Mass Merge (Batch Generation)|
|Collect e-signatures with S-Sign|
JSON templates are only necessary for use with other S-Docs functions that require JSON data input.
- JSON templates must be formatted in standard JSON syntax