Videos

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?

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

8:11

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.

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.

Configure S-Docs & S-Sign Bundle

5:23

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

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 Extended Demo With Q&A

43:35

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

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.

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.

S-Docs End-User Guide

4:06

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

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.

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-Sign Installation & Configuration

6:58

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

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.

Run As User Feature

7:33

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

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.

Component Templates

0:30

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

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!