Check The "Allow Edit" Checkbox

If you find yourself in need of editing a document after it’s been generated, no worries! S-Docs has your back. For a full article on generating and emailing documents, click here.

To enable this feature, make sure to check the Allow Edit checkbox when you create a template. This will cause the edit link (a pencil icon) to appear with this document when it's generated so you can modify it.

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.