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Jun 02
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Quote By Product Family

By Templates: Sales No Comments

Quotes are staples of the sales world, but putting them together by hand can be tedious and error-prone. This quote template allows you to leave the manual work behind by automatically pulling data from your Salesforce Opportunity records into one clean, professional document. Contact information, products and prices, and terms and conditions are merged in automatically, meaning you can stop hunting through pricebooks and spend more time selling. Products are grouped by family for easy readability. Use this template to move deals quicker and be confident in the polished, error-free documents that you send.

Output type: PDF

Download

Download this template in 2 easy steps. For more detailed instructions, click here.

1. Download Template File

Download Now

2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Jun 02
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Quote

By Templates: Sales No Comments

Description

Quotes are staples of the sales world, but putting them together by hand can be tedious and error-prone. This standard quote template pulls data from your Salesforce Opportunity records into one clean, professional document. Contact information, products and prices, and terms and conditions are merged in automatically, meaning you can stop hunting through pricebooks and spend more time selling. Use this template to move deals quicker and be confident in the polished, error-free documents that you send.

Output Type: PDF

Download

Download this template in 3 easy steps. For more detailed instructions, click here.

1. Download Template File

Download Now

2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Jun 02
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Opportunity Summary

By Templates: Sales No Comments

This opportunity summary template pulls data from Salesforce opportunity records to provide a comprehensive Opportunity overview. The template includes standard opportunity fields such as description, amount, and stage, as well as related line items. In addition, this template includes details about the most recent activity in the Activity History, as well as recent messages from the Chatter feed. This template is ideal for creating detailed, custom reports in seconds that can be shared with sales leads and executives.

Output type: PDF

Download

Download this template in 2 easy steps. For more detailed instructions, click here.

1. Download Template File

Download Now

2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Jun 02
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Account Summary for Contact

By Templates: Sales No Comments

Account managers need to understand the accounts they are working with, and sales leads and executives need actionable insights to make strategic business decisions. This account summary template pulls your Salesforce contacts’ account and related record data into one clean, easy to read document. Customize this template as needed to meet your own business requirements.

Output type: PDF

Download

Download this template in 2 easy steps. For more detailed instructions, click here.

1. Download Template File

2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Jun 02
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Account Summary With Chatter

By Templates: Sales No Comments

Account managers need to understand the accounts they are working with, and sales leads and executives need actionable insights to make strategic business decisions. This account summary template pulls your Salesforce account and related record data into one clean, easy to read document. Customize this template as needed to meet your own business requirements.

Output type: PDF

Download

Download this template in 2 easy steps. For more detailed instructions, click here.

1. Download Template File

Download Now

2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs

Jun 02
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Template Library Import Instructions

By Documentation No Comments
Note: If you're a newer user, you'll need to configure S-Docs for use in your org in order to generate documents with any templates that you've created. For detailed instructions on setting up S-Docs, please click here.

1. Download Your Template From The S-Docs Website

Importing a template into S-Docs is quick and easy. First, download the template export file from our template library by clicking the Download Now button on the template listing page. A .zip file will be downloaded to your local device.

2. Import Your Template With The S-Docs Template Migrator

Now, it's time to import your template into your org using the S-Docs Template Migrator. Click one of the Import buttons on the template listing page to navigate to the Template Migrator in your org.

Next, click Choose File and select the template .zip file that you downloaded in Step 1.

The template will display [1] its type (S-Docs or S-Sign), [2] its name, and [3] its ID. Click Start Import to import the template.

The Template Migrator will display a success message when your template has been successfully imported.

3. Download Custom Fields and Images (If Applicable)

After importing your template into your org, head back to the template listing page and install the unmanaged package to get access to any custom fields or images that your template may reference. Note that some templates do not come with an unmanaged package because they do not reference any custom fields or images.

Be sure to select Install For All Users, as shown below.

Update Image URLs

When you download an unmanaged package with image files, those images are stored in your Salesforce Documents folder. However, the image in the template will still reference an image URL from the S-Docs Template Library org when first downloaded.

Find any images in your template, double-click them, and then click Browse Server in the menu that pops up.

This will open your Salesforce Documents folder. Select the image in your template to update the URL.

Edit & Generate Your Template

When you navigate to the S-Docs Templates tab in Salesforce, your imported template will be available in your template list.

You can now edit your imported template, or begin generating documents with it immediately.

Note: If your imported template includes custom fields, you may receive errors during generation if you do not download the unmanaged package into your org first.


May 21
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S-Docs Permission Sets

By Documentation, S-Docs Install Config and Upgrade No Comments

Introduction

S-Docs provides permission sets that you can assign to your admins and users out of the box to ensure they have access to the necessary S-Docs/S-Sign objects. There are separate permission sets for S-Docs and S-Sign.

S-Docs Permission Sets

S-Docs comes with two permission sets: S-Docs User and S-Docs Administrator.

Permission Set Assign To
S-Docs User Users whose primary role involves only generating, viewing, emailing, or storing documents. Users can view S-Docs templates, but not modify them.
S-Docs Administrator Users whose primary role involves building templates or customizing S-Docs. Users have read, create, edit, and delete access on all S-Docs objects.

S-Sign Permission Sets

S-Sign comes with five permissions sets: S-Sign User, S-Sign Administrator, S-Sign Internal User, S-Sign Site Guest User, and S-Sign Experience Cloud Site.

Permission Set Assign To
S-Sign User Users whose primary role involves only sending and tracking e-signature requests. Users can view S-Sign templates, but not modify them.
S-Sign Administrator Users whose primary role involves building S-Sign templates. Users have read, create, edit, and delete access on all S-Sign objects.
S-Sign Internal User Your chosen S-Sign Internal User. This is a licensed Salesforce user through which all S-Sign operations will be conducted using the secure S-Docs Connected App. This permission set is required; read more in the S-Sign configuration guide.
S-Sign Site Guest User The S-Sign Site Guest User. This permission set is required and will be assigned automatically when you complete step 5 of the S-Sign configuration guide.
S-Sign Experience Cloud Site Experience Cloud Site/Community Users.

May 12
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Digitally Sign S-Sign PDFs with Your CAC

By Documentation No Comments

Introduction

This article will teach you how to apply digital signatures to S-Sign PDFs with your Common Access Card (CAC). For instructions on configuring S-Docs and S-Sign to work with your CAC, click here.

Note: This process is not automated. This guide details a manual method for applying CAC digital signatures to PDFs that have been completely signed using S-Sign.

Signing Documents With Your CAC

Digitally signing documents with your CAC is a simple process of completing an S-Sign e-signature request, downloading the document & adding your CAC signature, and then uploading the document back to Salesforce.

Step 1: Send & Submit An S-Sign E-Signature Request

The process begins with a regular S-Sign e-signature request. For example, a future soldier and a recruiter may need to sign a document, with the recruiter required to digitally sign using a CAC. Begin by navigating to the appropriate record and click the S-Docs button.

Select the document(s) you want digitally signed and click Next Step.

Once your document(s) is generated, click the button above the document(s) to initiate the e-signature process. In this example, we're assuming all signers are in the same room, but you can also include signers via email.

Each signer is required to check I consent to doing business electronically to access the document. You can also require 2-factor authentication and customize the verbiage on this screen if desired.

Once the document is opened, signers can click Sign Here to input their signatures.

Signers can type or draw their signature, then submit the document or move on to other inputs if required.

Step 2: Download Document & Digitally Sign With CAC

Once the final signer submits the document, the CAC download/upload page will be automatically opened (if you've opted to use this feature). Click Download.

Note: If you haven't opted to automatically route the final signer to the CAC download/upload page, you can manually download and upload the document from the S-Sign Envelope Document record. See instructions for this method at the end.

The document will be downloaded to your local device. Open the PDF with Adobe Acrobat.

[1] Click Certificates, then [2] click Digitally Sign, and [3] select where you'd like your digital signature to appear.

At this point, you can insert your CAC into the card reader and digitally sign the document.

Enter your CAC PIN to complete the digital signature process.

Your CAC signature will appear on the document, along with the S-Sign signatures.

Step 3: Upload Signed Document To Salesforce

Navigate back to the CAC download/upload page, click Choose File, and select your digitally signed document. Then, click Validate and Upload PDF to upload your document to Salesforce.

A success message will appear when the document is uploaded successfully. You can then click Return to Record to confirm that the document is stored there.

The document will be stored in the Notes & Attachments related list as well as the S-Sign Envelope. It will include the S-Sign e-signatures as well as the CAC signature.

Download/Upload Documents From S-Sign Envelope Document Record

If you don't want to redirect final signers to the CAC download/upload page after document submission (as described in the "Add The CAC Redirect URL To Your Templates" section of the CAC Configuration article), you can leave the Redirect Signer to Page field in your template(s) blank and instead download/upload the document from the S-Sign Envelope Document record.

After an S-Sign request has been completed, navigate to the base record and open the S-Sign Envelope record that is linked there.

Click the Related tab, and then click the Doc Number to navigate to the S-Sign Envelope Document record.

From there, you can use the links to download the document, sign it with your CAC, and reupload it to Salesforce.


Apr 20
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Create An S-Docs Connected App For S-Sign

By Documentation, S-Docs Automation: Jobs & REST API No Comments

Introduction

This article will detail the 3 steps needed to create an S-Docs Connected App to use with S-Sign e-signatures.

Step 1: Create a Self-Signed Certificate

From the setup menu, type "Certificate" into the Quick Find bar, then click Certificate and Key Management in the dropdown menu. Click Create Self-Signed Certificate.

Name your certificate SDocsCert. Click Save.

Click Download Certificate, and keep track of where the file is stored. We will use this in the next step.

Step 2: Create A New Connected App

Navigating to the Connected App creation page is a bit different in Classic and Lightning. In Lightning, type "App Manager" into the Quick Find bar in the setup menu, then click App Manager in the dropdown menu. Click New Connected App in the top right.

In Classic, type "Apps" into the Quick Find bar in the setup menu, then click Apps in the dropdown menu (under Build > Create). Scroll down to the Connected Apps section and click New.

In the Basic Information section, fill in the following fields:

Connected App Name: Sdocs Connected Apps
API Name: Sdocs_Connected_Apps
Contact Email: support@sdocs.com

Scroll down to the API (Enable OAuth Settings) section and check Enable OAuth Settings. Then, enter one of the following URLs into the Callback URL field, depending on if you're working in a sandbox or production environment:

Production: https://login.salesforce.com/services/oauth2/callback
Sandbox: https://test.salesforce.com/services/oauth2/callback

Next, check the Use Digital Signatures checkbox and upload the self-signed certificate that you downloaded in step 2.

Then, scroll down to the Selected OAuth Scopes field. Add the following scopes to your selected scopes:

  • Perform requests on your behalf at any time
  • Access and manage your data
  • Access and manage your Chatter data

This section should look similar to the following image when you are finished:

Leave the rest of the fields at their default settings, and click Save. You will be redirected to the Connected App detail page. Scroll down to the API (Enable OAuth Settings) section and click Copy next to the Consumer Key field. Paste this somewhere you can access later. You will use this key in Step 3. Then, click Manage at the top of the page.

On the next page, click Edit Policies.

Scroll down to the OAuth Policies section. Set the Permitted Users field to Admin approved users are pre-authorized. Set the IP Relaxation field in accordance with your organization's policies. Keep the Refresh Token Policy set to Refresh token is valid until revoked. Then, click Save.

Next, scroll down to the Profiles section and click Manage Profiles.

Add the profile for the user that will be used as the S-Sign Internal User (we recommend using an administrator as the S-Sign Internal User). The S-Sign Internal User is a Salesforce user which all S-Sign operations will be conducted by through the secure S-Docs Connected App. Click Save.

Step 3: Create A New Custom Setting Entry

From the setup menu, type "Custom Settings" into the Quick Find bar, then click Custom Settings in the dropdown menu. Find SDocsSettings and click Manage.

If you've created an S-DocsSettings entry in the past, you can click the Edit link next to its name to edit it now. Otherwise, click New to create a new SDocsSettings entry.

Fill in the following values:

Name: SDocsSettings
ConnectedAppCertificateName: SDocsCert
ConnectedAppConsumerKey: Paste the consumer key that you copied in step 3
ConnectedAppLoginURL:
[Production]: https://login.salesforce.com
[Sandbox]: https://test.salesforce.com

Note: If you are using Salesforce Government Cloud, use your MyDomain URL instead of the URLS listed above.

ConnectedAppTokenURL: Enter your Salesforce domain URL.
ConnectedAppUserName: Enter the username that you want to use as the S-Sign Internal User (we recommend using an administrator's user name). The S-Sign Internal User is a Salesforce user which all S-Sign operations will be conducted by through the secure S-Docs Connected App.

Note: If you are using Salesforce Government Cloud, you also need to fill in the ConnectedAppAudienceURL field with one of the URLs listed below. This field sometimes populates with your MyDomain URL, which should not be used for this field. If your MyDomain URL populates this field, replace it with one of the 2 URLs listed below.

ConnectedAppAudienceURL:
[Production]: https://login.salesforce.com
[Sandbox]: https://test.salesforce.com

Your SDocsSettings entry should look similar to the following:

Click Save.

You've now successfully configured your S-Docs Connected App. You can return to the S-Sign Configuration Steps and continue with Step 4.

Return to S-Sign Installation and Configuration - Salesforce Lightning

Return to S-Sign Installation and Configuration - Salesforce Classic.

Troubleshooting

My Self-Signed Certificate is Expiring Soon!

Several months after setting this up, you may get an email from Salesforce informing you that your self-signed certificate expired. If that is the case, you can follow the steps below to renew your certificate. We recommend doing this after hours.

1. From the setup menu, type "Certificate" into the Quick Find bar and click Certificate and Key Management in the dropdown menu.
2. Click Delete for SDocsCert.
3. Click Create Self-Signed Certificate.
4. Set Label to SDocsCert.
5. Set Unique Name to SDocsCert.
6. Click Save.
7. Click Download Certificate.

The next steps are different in Salesforce Classic and Salesforce Lightning.

For Classic:

1. From the setup menu, type "Apps" into the Quick Find bar, then click Apps (under Build > Create).
2. Scroll down to the Connected Apps section, find "Sdocs Connected Apps," and click the Edit link next to it.
3. Scroll down to Use digital signatures.
4. Click Choose File and select the previously downloaded certificate.
5. Click Save.
6 It may take several minutes for the new certificate to take affect.
7. Confirm that everything is working (test SDJobs with Mass Merge).

For Lightning:

1. From the setup menu, type "App Manager" into the Quick Find bar, then click App Manager in the dropdown menu.
2. Find the "Sdocs Connected Apps" connected app. Click the dropdown arrow on the right, and click View.
9. Click Edit at the top of the page.
11. Scroll down to Use digital signatures.
12. Click Choose File and select the previously downloaded certificate.
13. Click Save.
14. It may take several minutes for the new certificate to take affect.
15. Confirm that everything is working (test SDJobs with Mass Merge).

General Troubleshooting

If you performed this setup but are receiving errors, please try the following:

  • Navigate to Setup > Connected Apps > SDocs Connected Apps > Profiles, and verify that the profiles of the following users are added to the app's permitted profiles list:
    1. The S-Sign Internal User
  • Go to Setup > Remote Site Settings and verify that there are entries for the appropriate Salesforce production/sandbox URL and the customer’s home URL (Salesforce Classic). Additionally, verify that these entries are active.
  • Make sure the user's profile has the Apex REST Services permission checked.


Apr 15
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the U.S. Capitol at night

S-Docs Achieves FedRAMP Moderate and DoD IL-4 Compliance

By Press Release No Comments

Thursday, April 15, 2021

For Immediate Release

S-Docs Achieves FedRAMP Moderate and DoD IL-4 Compliance

S-Docs, Inc. demonstrates continued commitment to best-in-class data security with completion of independent cybersecurity assessment

New York City, NY, April 15th, 2021 /PRNewswire/-- S-Docs, the only 100% native Salesforce document generation and e-signature app, today announced the successful completion of a product evaluation against security controls defined by the Federal Risk and Authorization Management Program (FedRAMP) and the United States Department of Defense. Conducted by Third-Party Assessment Organization (3PAO) Coalfire Systems, Inc., it attests to S-Docs’s compliance with the FedRAMP Moderate Level and the Department of Defense Cloud Computing Security Requirements Guide (DoD CC SRG) at Impact Level 4 (IL-4).

“Security and transparency are at the heart of everything we do at S-Docs. Our solution is built entirely within the Salesforce Lightning Platform, meaning that our customers’ data never leaves the Salesforce cloud. Our successful completion of the product evaluation is a testament to S-Docs’s ongoing commitment to streamlining document workflows while employing first-class data security,” said Dan Pejanovic, CEO of S-Docs.

S-Docs’s native architecture enables it to work seamlessly with Salesforce Government Cloud, and it is currently the leading document workflow solution for government organizations including the U.S. Department of Veteran’s Affairs, the U.S. Department of Defense, and the U.S. Food and Drug Administration. FedRAMP Moderate Level and DoD IL-4 alignment now qualify S-Docs to expand its product offerings to a wider array of public sector organizations across the United States.

“Since S-Docs is built and hosted on the Salesforce platform, most FedRAMP controls applicable to S-Docs are inherited from the Salesforce platform. Coalfire evaluated S-Docs on 46 additional requirements in control families including system integrity, incident response, and personnel security. We are pleased to report that S-Docs meets all of the requirements defined by the FedRAMP Moderate Level and the Department of Defense CC SRG Impact Level 4,” said Nick Peters, Senior Manager of FedRAMP & Assurance Services at Coalfire.

With these new certifications, S-Docs is equipped to continue helping government agencies around the globe securely automate their document creation and e-signature processes. Dan Pejanovic elaborated “Although the controls are designed to assist government agencies, the security implications put us in a great position to continue partnering with organizations in other industries that value data security just as highly, such as healthcare and financial services.”

To learn more, please visit www.sdocs.com or contact sales at sales@sdocs.com to see a custom demo. 

About S-Docs: 

S-Docs is the only 100% native document generation and e-signature solution available on the Salesforce AppExchange. S-Docs allows users to securely generate and e-sign business documents like quotes, invoices, and contracts without ever sending customer data outside of Salesforce. Founded in 2010, the application is now the first choice for major enterprise clients globally for their digital document needs. Clients from around the globe have rated S-Docs with hundreds of 5-star reviews, securing a spot in the top 1% of all apps on the Salesforce AppExchange. 

The company is privately held with headquarters in New York and offices in Ann Arbor. Learn more at sdocs.com and follow us on LinkedIn and Twitter @Sdocs.  

*Use of the term Salesforce are the trademarks of Salesforce.com, Inc.  

Contact:
For press or general inquiries, please contact Zachary Brueck at zbrueck@sdocs.com, (248)- 705-2872. 

View the original story here: https://www.prnewswire.com/news-releases/s-docs-achieves-fedramp-moderate-and-dod-il-4-compliance-301270002.html?tc=eml_cleartime

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