Resources

See All S-Docs Has to Offer

Knowledge Base

View our knowledge base and unlock the power of your S-Docs account. Find detailed, step-by-step guides on setting up and using S-Docs and S-Sign, tutorial videos, troubleshooting tips, and more.

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The S-Docs Blog

The latest on all things Salesforce, digitization, document generation and e-signature.

Blog
August 4, 2023

Dream Big With S-Docs At Dreamforce

September is here, which means Labor Day weekend, pumpkin spice everything, and DREAMFORCE! S-Docs is a proud Dreamforce sponsor this year, and we’ve got BIG plans in store. Are you…
Blog
May 17, 2023

Introducing The S-Docs Community

Great products are shaped by features, UI/UX, security, and more - but they’re made truly exceptional by the communities surrounding them. At S-Docs, our incredible community is filled with workflow…
Blog
May 24, 2022

How S-Docs Helps Boys & Girls Clubs of America Save Time For What Matters Most

Boys & Girls Clubs of America is a network of over 1,100 independent nonprofit organizations making up more than 4,900 locations that provide mentorship and high-impact development programs to 4…

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Videos

See S-Docs in action with product tutorials, guides, customer testimonials, and more.

What is S-Docs for Salesforce?

1:45

Learn about the S-Docs advantage and see why S-Docs is the #1 Native Document Generator for Salesforce.

S-Docs Customer Testimonials

0:58

Hear how Daniel Chu from the State of California Department of Industrial Relations uses S-Docs.

Create Your First S-Docs Template

05:25

Learn how to use the S-Docs template editor to start creating stunning templates and generating sophisticated documents in no time.

Template Library

From sales to human resources, these pre-built templates can be downloaded and customized to fit your needs in seconds. View and download S-Docs templates for any industry, including:

  • Account Summaries
  • Team Pipeline Reports
  • Invoices
  • Quotes
  • Contracts
  • Statements of Work
  • Marketing Letters
  • and More!
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Release Notes

At S-Docs, we're constantly innovating to meet the unique needs of our customers. Check out the latest updates from our product team.

Release Notes
July 20, 2022

July 2022

S-Docs 4.516 Note: See considerations for this release Major Updates: Save time with stronger dynamic email functionality S-Docs templates can automatically populate dynamic email settings like Subject, Recipient, and Sender…
Release Notes
March 29, 2022

April 2022

S-Docs 4.506 Note: See considerations for this release Major Updates: Leave disparate documents behind with S-Docs PDF Stitch PDF Stitch keeps your documents organized by enabling you to combine your…
Release Notes
November 10, 2021

November 2021

S-Docs 4.471 Note: See considerations for this release Major Updates: Upload Documents to Microsoft SharePoint Using Microsoft SharePoint? You can now upload documents to SharePoint directly from Salesforce without missing…
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Troubleshooting

Browse a list of common errors and resolutions.

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Frequently Asked Questions

View common questions our users have and their answers.

How do I install and configure S-Docs?

To install and configure S-Docs, simply follow the instructions in the S-Docs Quick Install & Config Guide.

Does S-Docs work with Salesforce Mobile?

Yes! To learn how to set up S-Docs for Salesforce mobile, please visit:
https://www.sdocs.com/documentation/using-sdocs-with-salesforce1/

What's the best resource for getting started with template development?

The S-Docs Template Editor documentation article contains a basic introduction to the S-Docs template editor, and breaks down all of it parts in detail. Later, if you'd like to explore a wide array of solutions, such as including dynamic images, SOQL queries, or conditionally rendered statements in your templates, you may refer to the Advanced Template Features article.

You can also visit our documentation homepage and search for specific information.

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