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.

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.

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 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.

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.

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.

Generate A Document

0:30

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

S-Docs Mobile

0:30

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

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!

One-Click

0:30

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

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.

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.

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