Videos

See S-Docs In Action

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

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Introduction to S-Docs

Woman working on laptop using S-Docs

What is S-Docs for Salesforce?

1:45

Learn about the S-Docs advantage and see why S-Docs is the #1 Native Document Generation and E-Signature solution for Salesforce.

S-Docs Overview Demo

11:25

See S-Docs' core capabilities including application architecture, product capabilities, and UI for the end-user and admin experiences.

Architecture and Security Advantages of S-Docs

5:44

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 and e-signature.

Install S-Docs for Salesforce

8:11

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

Install or Renew Your License Key

3:27

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

Customer Testimonials

Man working on laptop and looking at phone

S-Docs Customer Testimonials

2:51

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

0:58

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

Customer Testimonial: Centene Corporation

1:15

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

Customer Testimonial: Monark Premium Appliance

1:42

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

Product Tutorials & Demos

S-Docs Overview Demo

11:25

See S-Docs' core capabilities including application architecture, product capabilities, and UI for the end-user and admin experiences.

Create Your First S-Docs Template

05:25

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

Template Editor Overview

08:51

Get an in-depth overview of the template editor and build a simple quote with S-Docs.

Configure S-Docs with Custom Objects

06:05

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

S-Docs with the Salesforce Process Builder Tutorial

12:36

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

S-Docs Conditional Logic

3:53

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

Runtime Prompts

8:35

Learn how to use S-Docs Runtime Prompts - merging user input into documents at runtime.

S-Sign End User Guide

5:40

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.

S-Docs End-User Guide

4:06

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

S-Sign Installation & Configuration

12:23

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

Mass Merge: Batch Document Generation

9:50

Learn how to use S-Docs to generate large numbers of documents at once for any list of Salesforce records with the Mass Merge feature.

Transfer S-Docs Templates Between Orgs

5:42

This video will teach you how to use the S-Docs Template Migrator to easily transfer any number of S-Docs templates between any Salesforce org.

Translate The S-Sign Signer Experience

4:53

Learn how to translate the S-Sign e-signature signer experience, including receiving, signing, and submitting and e-signature request.

Translate Document Content

7:05

Learn how to translate field labels, picklist merge fields, and related list picklist fields in your generated documents.

Translate The S-Docs UI

4:13

Learn how to translate the S-Docs user interface for your Salesforce users, including generating, editing, and emailing documents.

Extended Demo with Q & A

43:35

An overview demo of S-Docs discussing app architecture, product capabilities, and UI.

Feature Spotlights

What Is S-Docs?

0:30

S-Docs is a 100% native document generation and e-signature solution for Salesforce. We help your business save time, reduce errors, and improve productivity through automated document workflows.

What Is S-Sign?

0:30

S-Sign is a 100% native e-signature solution for Salesforce that simplifies the agreement execution process. S-Sign pairs with S-Docs to simplify your entire document workflows.

Generate A Document

0:30

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

Live Edit

0:30

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

Runtime Prompts

0:30

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

0:30

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

Create A Template

0:30

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

PDF-Upload

0:30

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

S-Docs Mobile

0:30

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

Zero-Click

0:30

Learn how zero-click document automation can help you be more efficient.

What Are 100% Native Apps?

0:30

S-Docs is 100% native to Salesforce - find out what that means in this short overview.

Mass Merge

0:30

Generate large numbers of documents and emails in seconds with the S-Docs Mass Merge feature.

Component Templates

0:30

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

Email Templates

0:30

Use S-Docs to create stunning HTML email templates directly within Salesforce that look great and save time.

One-Click

0:30

Generating documents in one click is as easy as...one click!

Template Library

0:30

Use our library of prebuilt templates to start generating documents in minutes - or spark your own ideas for template creation!

Custom Objects

0:30

S-Docs works with all standard and custom Salesforce objects - so you can work how your organization works.

Template Editor

0:30

See how easy it is to build data-driven documents in Salesforce with S-Docs.

Webinars

[Webinar] Let's Build a Quote | Live Template Creation with S-Docs

31:56

In this webinar from Wednesday, November 30th, 2022, follow along as we build a dynamic quote template right in Salesforce using the S-Docs template editor.

[Webinar] Create Clause Libraries & More with S-Docs Component Templates

28:02

In this webinar from Thursday, November 10th, 2022, learn all about building a library of standard document components and inserting them into your templates with a click - speeding up development and improving standardization.

[Webinar] Boost Your Workflows with Bulk Document Generation

27:40

In this webinar from Thursday, October 27th, 2022, our Senior Solutions Engineer demonstrates how you can level up your document workflows with S-Docs Mass Merge, which allows you to generate large batches of unique documents at once.

[Webinar] S-Docs Hacks: Become an Expert With These Tips & Tricks

34:26

In this webinar from Thursday, October 6th, 2022, our experts showcase how to configure and customize S-Docs so your team can work more smoothly in Salesforce and find new ways to improve business processes.

[Webinar] All About S-Sign E-Signatures

30:06

In this webinar from Wednesday, August 31st, 2022, our Senior Solutions Engineer demonstrates S-Sign: a 100% native e-signature solution for Salesforce that delivers easy, secure agreement execution in Salesforce.

[Webinar] Form Fill to Custom Document: S-Docs Runtime Prompts

29:41

Not all "smart" document customization can be achieved by business logic alone. Runtime Prompts empower users to make decisions about document content in a predefined, controlled manner.

[Webinar] Work Smarter with Dynamic Documents

29:24

In this webinar from Thursday, July 28th, 2022, our Senior Solutions Engineer walks you through how to save time, deliver personalized experiences, and even increase compliance by allowing users to generate documents that automatically change their contents based on your business rules.

[Webinar] I Just Installed S-Docs. Now What?

29:24

New to S-Docs? In this webinar from Thursday, July 14th 2022, our Senior Solutions Engineer walks you through the first steps to getting set up for success with S-Docs.

[Webinar] 3 Ways S-Docs Helps Sales Teams Succeed

28:01

Learn about 3 different ways S-Docs can automate your sales docs and divert attention back to value-adding work.

[Webinar] All About Automation

25:17

Get time-saving tips for automated document creation and learn about the options available to you with S-Docs.

[Webinar] I Downloaded S-Docs. Now What?

28:55

New to S-Docs, or just need a refresher? In this webinar from Thursday, May 12th 2022, our Senior Solutions Engineer walks you through the first steps to getting set up for success with S-Docs.

[Webinar] Ready, Set, S-Sign Go

28:21

S-Sign Go is an all-new tool that lets you and your team upload any PDF to Salesforce and collect e-signatures via email or in person.

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