S-Docs Knowledge Base
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Knowledge Base
S-Docs for Salesforce

Unlock the power of your S-Docs account. Browse our knowledge base of help articles to install, configure, and supercharge S-Docs.

  • Knowledge Base
  • S-Docs for Salesforce

Install & Configure

  • S-Sign Quick Install & Config Guide - Salesforce Lightning Experience Copy
  • Installation
  • General Configuration
  • Translation
View all 18 articles

Creating & Managing Templates

  • Overview: Template Formats
  • Understanding Template Formats
  • Creating Templates
  • Managing Templates
View all 33 articles

Inserting & Formatting Data

  • Overview: Building Documents
  • Merge Fields
  • Related Lists & SOQL Queries
  • Images
  • Formatting Data
  • External Data
View all 34 articles

Applying Logic

  • Using dynamic (parameterized) components references in S-Docs
  • Overview: S-Docs Conditional Logic
  • The Insert Conditional Logic Button
  • Conditionally Show Field Values on a Document
  • Using Arithmetic Functions
  • Use Switch Statements
  • Call Apex Classes in S-Docs Templates
View all 7 articles

Generating Documents

  • S-Docs Software Development Kit (DocumentSDK)
  • S-Docs SDK Resources
  • Managing user permissions with S-Docs: Best practices & considerations for Experience Cloud
  • How to set up Agentforce with S-Docs
  • Generate S-Doc, Preparing, and Sealing Envelope Invocable Apex Actions
  • Generate S-Doc With Input Invocable Apex Action
  • Overview: Generating Documents
  • Generate Documents Manually
  • Generate Documents Automatically
  • Batch Processing
View all 20 articles

Distributing and Storing Documents

  • Emailing Documents
  • Storing Documents
View all 8 articles

Integrations

  • Configure Sharepoint with Named Credentials
  • Configure Google Drive with Named Credentials Copy
  • Configure Google Drive with Named Credentials
  • Configure AWS with Named Credentials
  • Overview of S-Docs Google Drive Integration
  • Uploading Documents to Google Drive
  • Integrating S-Docs with Box
View all 7 articles

Administration

  • In-App Support Portal & Diagnostic Logger
  • S-Docs Setup
  • Permission Sets
  • S-Docs Custom Settings
  • Sandbox Refresh Considerations
  • S-Docs with Multi-Factor Authentication (MFA)
  • My Self-Signed Certificate Is Expired
  • Considerations: Enhanced Domains with S-Docs
View all 8 articles

S-Docs e-Signature

  • Initiating e-Signature requests from the Generated Documents LWC
  • Creating, sending, and monitoring signature requests with S-Docs e-Signature
  • Configuring S-Docs e-Signature
View all 3 articles

Menu

  • Install & Configure
  • Creating & Managing Templates
  • Inserting & Formatting Data
  • Applying Logic
  • Generating Documents
  • Distributing and Storing Documents
  • Integrations
  • Administration
  • S-Docs e-Signature

Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. S-Docs is now used by thousands of global subscribers from all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and e-signature solution and put us in the top 1% of all apps on the Salesforce AppExchange.

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