Documentation

Introduction to S-Docs

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General Solutions

Import Word Templates into S-Docs

Updating Templates Without Affecting Previously Created Documents

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Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. S-Docs is now used by thousands of global subscribers from all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and put us in the top 1% of all apps on the Salesforce AppExchange.

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Documentation

Introduction to S-Docs

Install S-Docs

Quick Install

Downloading S-Docs Upgrades

User Overview

User Guide Overview

Create Your First S-Docs Template

Formatting

S-Docs with Salesforce Lightning

S-Docs with Salesforce 1

S-Docs Template Editor

Creating Quote Template

Include Shipping and Billing Contacts on a Quote

Adding Page Breaks to a PDF

Adding Page Numbers to a PDF

Choosing PDF, HTML, MS Word or Excel Formats

Change Page Size and Orientation

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Custom Objects

S-Docs with Custom Objects

Use S-Docs with your Custom Objects

Attachments and Emailing

Saving S-Docs as Attachments

Pull Picture Attachments and Generate PDFs

Email Templates in S-Docs

Generate and Attach New Documents to your Email

Using your Salesforce Email Signature in S-Docs

Related Lists

Adding a Related List to your Template

Add Line Items to your Documents

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General Solutions

Import Word Templates into S-Docs

Updating Templates Without Affecting Previously Created Documents

Want more on general solutions? Click here.

Why S-Docs

Solutions

Resources

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