JSON Templates


JSON templates allow you to merge data from Salesforce into JSON files. They are built with the S-Docs Template Editor in Salesforce.

Main Advantages

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.

Supported Features

Feature Supported?
Merge Fields
Related Lists
Conditional Logic
Live Edit
Runtime Prompts
HTML/CSS Source Editing
Named Queries
Template Header & Footer
Insert Component Templates
Mass Merge (Batch Generation)
Collect e-signatures with S-Sign

Recommended For

JSON templates are only necessary for use with other S-Docs functions that require JSON data input.

Main Limitations

  • JSON templates must be formatted in standard JSON syntax

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