See S-Docs In Action

Browse our video library to learn about our industry-leading document generation and e-signature solutions.

Introduction to S-Docs

What is S-Docs for Salesforce?


Learn about the S-Docs advantage and see why S-Docs is the #1 Native Document Generator for Salesforce.

Install S-Docs for Salesforce


Learn how to install S-Docs from the Salesforce App Exchange and start generating documents in no time.

Architecture and Security Advantages of S-Docs


Discover why S-Docs was built natively and why that's so important. This video is a presentation designed for those evaluating options for document generation.

Install or Renew Your License Key


Learn how to install and renew your S-Docs license key to start taking advantage of all S-Docs has to offer.

Configure S-Docs & S-Sign Bundle


Configure the S-Docs and S-Sign Bundle to start taking advantage of 100% native document generation and e-signature.

Customer Testimonials

S-Docs Customer Testimonials


Hear what Reva, United Healthcare, and Intuitive Surgical are saying about S-Docs and how it's helping their organizations.

Customer Testimonial: State of California DIR


Hear how Daniel Chu from the State of California Department of Industrial Relations uses S-Docs.

Customer Testimonial: Centene Corporation


Hear how Sherry Soriano from Centene Corporation uses S-Docs.

Customer Testimonial: Monark Premium Appliance


Hear how Sean Schuster from Monark Premium Appliance uses S-Docs.

Product Tutorials & Demos

S-Docs Extended Demo With Q&A


Listen to an interactive discussion on S-Docs architecture, demo features, UI, and product capabilities.

Create Your First S-Docs Template


Learn how to use the S-Docs template editor to start creating stunning templates and generating sophisticated documents in no time.

Configure S-Docs with Custom Objects


Learn how to configure S-Docs with any custom object and start generating documents your way.

S-Docs with the Salesforce Process Builder Tutorial


Learn how to set up the S-Docs Process Builder to automate document generation and distribution.

Render Feature Video Tutorial


Use the S-Docs Render feature to conditionally populate your documents with blocks of text and data. This video explores Render in a Contract.

S-Docs End-User Guide


Learn how to use S-Docs to generate, edit, and email documents from any object in Salesforce.

Demo: Generating an Account Summary


Learn how to generate an Account Summary Document from S-Docs for Salesforce with just a single click.

Using S-Docs With DOCX Templates


Learn about the S-Docs DOCX feature, which allows you to upload DOCX templates to the S-Docs template editor.

S-Sign Installation & Configuration


Learn how to install and configure S-Sign, our 100% native e-signature solution for Salesforce.

S-Sign End User Guide


Learn how to generate and send a document for e-signature with S-Docs and S-Sign, as well as how to track the entire process within Salesforce.

Run As User Feature


Learn how to configure your document automation processes (S-Docs Jobs) to run as any user in your Salesforce org that you specify.

Feature Spotlights

Generate A Document


See how easy it is to generate a document with S-Docs from any record in Salesforce.

S-Docs Mobile


Generate documents from your phone or tablet using S-Docs with the Salesforce mobile app.

Live Edit


Allow users to edit any document after it generates with the Live Edit feature.

Component Templates


Component templates allow you to nest templates within other templates. See what component templates can do for your workflows.

Runtime Prompts


S-Docs Runtime Prompts allow you to set up prompts for users to respond to, and then merge their input into your documents.

Conditional Logic


Conditional logic lets you show or hide data in your documents based on your custom business rules.

Create A Template


Learn how to create a new S-Docs template in 30 seconds.



Upload any PDF to the S-Docs template editor and drag & drop merge fields. It's that easy!