When you're ready to email your documents, the S-Docs email page provides two options for quickly selecting email recipients.

Contact / User Lookup

The Contact / User Lookup field allows you to search for any contacts or users in your org.

The S-Docs contact user lookup field

Click inside the field to open the Contact / User Lookup window.

The contact lookup window

To find contact or user information, [1] enter a search term and click Go. You can then [2] switch between all Contact and User results that match your query. [3] Click a Contact or User name to insert their email address into the email To field. You can also copy and paste the address into the CC or BCC fields as needed.

Contact Quick Pick

The Contact Quick Pick field allows you to quickly choose any Contact records related to your base record.

Note: S-Docs will search for any lookup relationships between your base object and the Contact or Account objects to populate this picklist.

The S-Docs contact quick pick menu

Contacts that you select will be added to the To field, separated by commas. You can also copy and paste the address into the CC or BCC fields as needed. When a contact is added, an Edit link will appear next to their name. You can click this link to open and edit the contact record in a new window.

Troubleshooting

Why Can't I access the Contact / User Lookup or the Contact Quick Pick?
If the Contact / User Lookup and Contact Quick Pick fields are missing, this means that an admin has locked the To field for one of the documents that you are emailing (this includes HTML email body templates).

If the To field is locked for any of the templates that you generate, you will not be able to edit this field, and the recipient selection options will not appear.

Where are the CC and BCC fields?
If the CC or BCC fields are missing, this means that an admin has locked those fields for one of the documents that you are emailing (this includes HTML email body templates).

The S-Docs email page without CC or BCC fields

Why is my email failing to send?
By default, S-Docs links outbound emails to the contact record with a matching email address; Salesforce requires this linkage. If you try to send an email to an email address that is not listed under any Contact record in your org, S-Docs will attempt to link it to a single dummy contact record called "No Contact Record." This contact record is created automatically by the S-Docs package to handle this linkage, and is immediately deleted once the email is sent.

If your org has implemented validation rules that require additional contact fields to be completed, then the S-Docs package will not be able to create this contact record. In this case, you can create an Apex trigger to ensure your emails can be sent. Click here to learn more about solving email deliverability issues.