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

What is S-Docs for Salesforce?

1:45

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

Install S-Docs for Salesforce

2:40

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

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.

Customer Testimonials

S-Docs Customer Testimonials

2:51

Hear what our customers 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

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.

Configure S-Docs with Custom Objects

06:05

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

Using S-Docs With DOCX Templates

08:06

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

S-Docs with the Salesforce Process Builder Tutorial

12:36

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

Render Feature Video Tutorial

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.

Demo: Generating an Account Summary

2:39

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

S-Docs Extended Demo With Q&A

43:35

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

S-Sign Installation & Configuration

6:58

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

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