DOCX and PPTX template creation
S-Docs now offers expanded support for DOCX and PPTX template creation, with improved handling of Microsoft file format templates. These updates maintain existing template authoring workflows within Microsoft Word and Powerpoint for designing visually refined and data-rich templates suitable for customer communications, proposals, and formal documentation.
Once templates are finalized, users can leverage the Microsoft Template Upload Lightning Web Component (LWC) for a more intuitive upload experience directly within S-Doc template records within Salesforce, allowing users to easily upload, manage, and version their templates. This enhancement streamlines administrative workflows and accelerates deployment.
Templates created or uploaded using the new Microsoft Template LWC are fully compatible with S-Docs’ modern generation methods, including S-Docs Lightning Web Components (LWCs), the S-Docs SDK, and invocable actions for Flow Builder, ensuring seamless integration into new and existing automated and manual-based generation workflows.
Currently supported template functionality includes:
- Merge Fields: Standard and custom merge fields
- Merge Field Formatting: Currency, date, and phone number formatting
- Rich Text Fields: Support for Salesforce Rich Text Fields (RTFs)
- Conditional Logic: Constructed trough the Insert Conditional Logic tool
- Related Lists: (Not using Direct SOQL at this time)
- Component Templates
- LWC/SDK Generation Compatibility: Including batch generation for PPTX templates
- Improved Upload Experience: Enhanced Microsoft Template LWC for Microsoft template record management
Uploading a Microsoft template:
- Navigate to your S-Docs Templates tab. Then, create a new template. For this example, we want to use the new DOCX or PPTX template upload feature, so we will follow the same steps to re-enable this feature.
- Fill out the template details. DOCX templates can be in any category or related type.
- Select the DOCX template format. (You can also follow this method for a PPTX template.)
- Check the Enable New Microsoft Template Upload checkbox (this item only displays when you select DOCX or PPTX formats).
- Click Save.
- Once directed to the template record, use the Upload Lightning Web Component (LWC) to add a DOCX file to the template record.Note: Because the Enable New Microsoft Template Upload checkbox is checked, the LWC and new DOCX uploading method is enabled.To revert to the legacy method of DOCX template generation, click Edit. Uncheck the box, click Save, and you can see that this box is now unchecked and the LWC has gone away.
- Upload the file you want to use for your document template by clicking Upload Files or dragging and dropping the file you want to use.
- Once you've added your document template, you can access the Template Editor to make any necessary changes.