Check The "Allow Edit" Checkbox

If you find yourself in need of editing a PDF document after it’s been generated, no worries! The S-Docs Live Edit feature enables end-users to open and edit generated documents wherever they're linked in Salesforce.

Note: For a full article on generating and emailing documents, click here.
Note 2: This feature is only available for PDF templates.

To enable this feature, navigate to the template record detail page for the template that should be editable after generation. Click the dropdown arrow on the right, and then click Template Editor to open up the S-Docs template editor.

Navigate to the Document Options tab, then check the Allow Edit checkbox, which can be found under the Attachment & File Options section.

After you save your template, an edit link (a pencil icon) will appear next to the document each time it is generated.

Note: If you are using S-Docs version 4.325 or below, the Allow Edit checkbox will not be available within the template editor. It will instead be available as a field on the template creation page & template detail page.

Generate and Edit A Document

In this example, we’re going to generate an invoice from an Opportunity. The process is the same as any other document generation. We’re going to select the “Standard Invoice” document and then click Next Step.

Once your document is generated, you can edit it by clicking the pencil icon. You can also click Emailed Selected Docs to proceed to the email page and make your edits from there, or find the document in the S-Docs related list on the record that you generated the document from.  The pencil icon will appear wherever this document is stored in Salesforce, allowing you maximum editing flexibility. We'll click the pencil icon now.

The live edit screen will appear as follows in a new tab:

You can [1] make edits to your document and use the toolbar to apply styling. [2] Click Save to save your changes, and then [3] click Preview Last Save to preview how your changes will appear in the final document.

Note: If you click the Preview Last Save button before saving, it will display your document without your edits.

If you're not happy with your edits, [4] click Revert Last Save to undo your changes. [5] Click Close to close the edit window and return to the page you started from (in this case, the generated documents page).

That's all there is to it!

Note that even though our document was generated as a PDF—a document that cannot normally be edited—S-Docs provides the power to allow editing at this step, nonetheless.