September '23 Generally Available Release

The September ‘23 Generally Available S-Docs and S-Sign releases usher in the next progression of operational efficiency for our customers, reflecting S-Docs’ commitment to innovation, usability, and security.

In this release, you’ll find:

  • Document Generation via Lightning Web Components (LWCs) - A major customer experience overhaul that significantly streamlines the document creation process
  • S-Docs & S-Sign Software Development Kits (SDKs) - Advanced tooling that allows admins to customize and simplify complex workflows for end-users
  • Product Security Enhancements - Including Salesforce Named Credentials for external storage integrations and a new minimum viable permission set for S-Sign

S-Docs Major Updates

Transform Your Document Lifecycle With S-Docs Lightning Web Components (LWCs)

The September '23 release marks the arrival of three new customizable Lightning Web Components, available in the Lightning App Builder:

  • Documents (S-Docs)
  • Generate Documents (S-Docs)
  • Generate Document SDK (S-Docs)

S-Docs LWCs allow you to generate, preview, email, edit, and manage document versions without leaving the base Salesforce record. This update accelerates productivity, accuracy, and user experiences while simplifying the document lifecycle.

Learn about configuring S-Docs Lightning Web Components in our Knowledge Base:

Key Benefits Of S-Docs LWCs

Streamlined Configuration For Salesforce Admins
Use an intuitive setup process through the Lightning App Builder to configure seamless document generation processes including effortless template selection, data mapping, and post-generation options - without relying on code or external tools

Conditionally Reveal Templates At The Right Time
Dynamically show templates based on record attributes or events to ensure accurate and contextually relevant document generation, and reduce manual intervention

Generate Documents With Ease
Experience lightning-fast document creation through the LWC interface without the need to navigate away from the base record

Seamlessly Send PDF Attachments
Accelerate communication efficiency by sharing data-rich documents directly from the base record

Seamlessly integrate S-Sign e-signature processes into document workflows

Inline Edit Generated Documents
Empower users to make quick edits to static and data-driven elements in generated documents without leaving the base record

Refresh Documents With Updated Data
Keep documents up-to-date with the latest information by refreshing documents with new Salesforce data without regenerating or leaving the base record, ensuring accuracy & compliance

Customize And Simplify Workflows With S-Docs Software Development Kit (DocumentSDK)

Introducing the DocumentSDK, also referred to as the S-Docs SDK: an essential tool for developers aiming to streamline document generation and email creation within their organizations. This SDK empowers developers to effortlessly integrate document generation and email creation features into their applications.

If you’re interested in incorporating the DocumentSDK, contact your Customer Success Manager or S-Docs Support.

Increase Integration Security With Named Credentials

The September '23 release marks the shift from traditional credentialing methods to Salesforce Named Credentials for seamless and secure integration with popular external storage providers such as AWS S3, Google Drive, and SharePoint. This is a move that enhances the security and flexibility of external storage integrations.

Key Benefits of Named Credentials

Enhanced Security
With Salesforce Named Credentials, your external storage credentials are stored in a secure and encrypted manner, reducing the exposure of sensitive information. Salesforce's built-in security measures are extended to your external storage integrations, ensuring that your data remains protected.

Simplified Setup Process
With Named Credentials, you can now configure external storage integrations through a user-friendly interface within Salesforce Setup. This intuitive process minimizes the potential for configuration errors and speeds up the integration process.

Centralized Credential Management
Gone are the days of managing external storage credentials separately. With this update, admins can manage all external storage credentials in one place. This centralization simplifies credential maintenance and updates, reducing the likelihood of errors and enhancing overall system management.

Support For Multiple Providers
S-Docs supports the following options for external storage providers:

  • Amazon Web Services (AWS) S3
  • Google Drive
  • SharePoint
  • Sendgrid

S-Sign Major Updates

Seamlessly Integrate Electronic Signature Functionality With S-Sign Software Development Kit (ESignSDK)

The ESignSDK, also known as the S-Sign SDK, empowers developers to seamlessly integrate electronic signature functionality into their organizations. This SDK offers a range of methods designed to simplify the process of preparing and managing envelopes delivered for eSignature execution on signature documents.

If you’re interested in incorporating the ESignSDK, contact your Customer Success Manager or S-Docs Support.

Prioritize Security With The Minimum Viable Permission Set For S-Sign

In the rapidly evolving landscape of digital business operations, maintaining data security while ensuring seamless functionality has become paramount. This holds especially true for systems like Salesforce, which handle sensitive information critical to an organization's success. When integrating with applications like S-Sign, striking the right balance between access and security becomes essential. In this context, the concept of a Minimum Viable Permission Set (MVPS) emerges as a robust strategy.

Understanding Minimum Viable Permission Set (MVPS)
A Minimum Viable Permission Set (MVPS) is a carefully crafted collection of permissions that grant users the essential access they require without exposing unnecessary or potentially risky functionalities. This strategy involves combining Salesforce profile settings with S-Sign permission set settings to create a harmonious and secure user environment.

Salesforce Profile Settings - Minimum Access - Salesforce
The foundation of the MVPS strategy begins with Salesforce profile settings. Specifically, the "Minimum Access - Salesforce" profile setting entails configuring user profiles with the bare minimum permissions required to carry out their tasks effectively. By restricting access to only what is necessary, the risk of unauthorized data manipulation or breaches is significantly reduced. Users with this profile will have a limited scope of actions, reducing the attack surface for potential security threats.

S-Sign Permission Set - S-Sign Internal User
Complementing the Salesforce profile settings, the S-Sign permission set plays a crucial role in defining the specific capabilities users have within the S-Sign application. In this context, the "S-Sign Internal User" permission set setting comes into play. This permission set has been carefully designed to provide users with the essential functions needed to work within the S-Sign environment, while avoiding the inclusion of unnecessary or overly permissive privileges.

The Synergy of MVPS
The true strength of the MVPS strategy lies in its ability to combine these two components - the Minimum Access - Salesforce profile settings and the S-Sign Internal User permission set settings. This synergy creates a holistic security approach where users have the least privileges necessary across both the broader Salesforce ecosystem and the specific S-Sign application.

Benefits Of MVPS Strategy

  • Reduced Attack Surface: By limiting access to only what is essential, the potential avenues for malicious actors to exploit security vulnerabilities are minimized
  • Customization without Risk: MVPS enables customization without compromising security. Users can perform their tasks efficiently within the boundaries defined by the MVPS
  • Efficient Onboarding: New users can be onboarded swiftly by assigning them the MVPS. This eliminates the need for time-consuming manual adjustments to permissions
  • Adaptability: As user roles evolve, the MVPS can be easily adjusted to accommodate changing needs without compromising security protocols