Introduction
The S-Docs Custom Settings is a List Custom Settings record that can be used to modify S-Docs's functionality. This article explains how to locate the S-Docs Custom Settings and each field's functionality.
Locate S-Docs Custom Settings
From the Setup menu, type "Custom Settings" into the Quick Find bar, then click Custom Settings in the dropdown menu. Then, locate the SDocsSettings record and click Manage.
If no record exists, click New. Otherwise, click Edit to open and modify the S-Docs Custom Settings record.
S-Docs Custom Settings Fields
The S-Docs Custom Settings appears as follows. Refer to the table below the image for each field's functionality and accepted values.
Function:
Passes the name of your Self-Signed Certificate to S-Docs for use with your S-Docs Connected App
Passes the name of your Self-Signed Certificate to S-Docs for use with your S-Docs Connected App
Values:
Name of the Self-Signed Certificate used with your S-Docs Connected App (used with S-Sign e-signatures)
Normally this certificate is named "SDocsCert"
Name of the Self-Signed Certificate used with your S-Docs Connected App (used with S-Sign e-signatures)
Normally this certificate is named "SDocsCert"
Function:
Passes your S-Docs Connected App Consumer Key to S-Docs
Passes your S-Docs Connected App Consumer Key to S-Docs
Values:
S-Docs Connected App Consumer Key
S-Docs Connected App Consumer Key
Function:
Passes your Salesforce login URL to S-Docs for use with your S-Docs Connected App
Passes your Salesforce login URL to S-Docs for use with your S-Docs Connected App
Values:
Your Salesforce Login URL
Production: https://login.salesforce.com
Sandbox: https://test.salesforce.com
Your Salesforce Login URL
Production: https://login.salesforce.com
Sandbox: https://test.salesforce.com
Function:
Passes your Salesforce domain to S-Docs for use with your S-Docs Connected App
Passes your Salesforce domain to S-Docs for use with your S-Docs Connected App
Values:
Your Salesforce domain
E.g. https://na123.salesforce.com
Your Salesforce domain
E.g. https://na123.salesforce.com
Function:
Passes the name of your S-Sign Internal User to S-Docs for use with S-Sign
Passes the name of your S-Sign Internal User to S-Docs for use with S-Sign
Values:
Username of your S-Sign Internal User (used with S-Sign e-signatures)
Username of your S-Sign Internal User (used with S-Sign e-signatures)
Function:
Allows S-Docs to work with Salesforce Shield Platform Encryption
Allows S-Docs to work with Salesforce Shield Platform Encryption
Values:
Checked to enable
Checked to enable
Function:
Adds a custom button to the S-Docs Live Edit page
Adds a custom button to the S-Docs Live Edit page
Values:
Syntax:
Button_Name,Button_URL
Example:
Open Clip Art Gallery,/apex/ClipArtGallery
Syntax:
Button_Name,Button_URL
Example:
Open Clip Art Gallery,/apex/ClipArtGallery
Note: You can add Live Edit Apex Parameters to this URL to modify the button's color/functionality.
Function:
Allows you to create SDoc Relationship lookup fields to custom objects with API names that exceed the Field Label/Name character limit.
Enter an alias object API name into the Field Label/Name fields for your SDRelationship lookup field, then map it to the full custom object API name using a JSON map in this field, as shown in the example.
Allows you to create SDoc Relationship lookup fields to custom objects with API names that exceed the Field Label/Name character limit.
Enter an alias object API name into the Field Label/Name fields for your SDRelationship lookup field, then map it to the full custom object API name using a JSON map in this field, as shown in the example.
Values:
JSON map of key-value pairs.
Example:
JSON map of key-value pairs.
Example:
{
"Very_Long_Object_API_Name__c": "Alias_Put_In_SDRelationship_Field_Label__c",
"Another_Very_Long_Object_API_Name__c": "Another_Alias_Put_In_SDRelationship_Field_Label__c"
}
Note: Do not insert the "__c" of your alias in the SDoc Relationship Field Label or Field Name; Salesforce adds this automatically.
Function:
Sets the number of S-Docs Jobs to process concurrently
Sets the number of S-Docs Jobs to process concurrently
Values:
Number of Jobs
Number of Jobs
Note: 45 is recommended
Function:
Causes S-Docs Jobs to fail if template-level errors occur (when the document generates successfully, but errors are present within the generated document)
Causes S-Docs Jobs to fail if template-level errors occur (when the document generates successfully, but errors are present within the generated document)
Values:
Checked to enable
Checked to enable
Function:
Moves all S-Docs Jobs to the top of the queue above all other asynchronous jobs (Batch jobs, future callouts, etc.)
Moves all S-Docs Jobs to the top of the queue above all other asynchronous jobs (Batch jobs, future callouts, etc.)
Values:
Checked to enable
Checked to enable
Note: Checked is recommended
Function:
Modifies the template editor Insert Image button to add your base Salesforce URL to image URL paths. By default, only the relative URL path is used
Modifies the template editor Insert Image button to add your base Salesforce URL to image URL paths. By default, only the relative URL path is used
Values:
Your Salesforce domain
E.g. https://na123.salesforce.com
Your Salesforce domain
E.g. https://na123.salesforce.com
Function:
Processes all queueable S-Docs Job Splitters concurrently
Processes all queueable S-Docs Job Splitters concurrently
Note: This setting does not apply to DOC-NEW templates.
Values:
Checked to enable
Checked to enable
Function:
Sets the number of seconds between attempts to create files for S-Doc Jobs
Sets the number of seconds between attempts to create files for S-Doc Jobs
Values:
Number of seconds
Number of seconds
Note: The Concurrent Master Wait Time is 3 seconds by default
Function:
Causes any emails sent through S-Docs Jobs to be sent through a future method (allowing generated documents to be attached to the email record)
Causes any emails sent through S-Docs Jobs to be sent through a future method (allowing generated documents to be attached to the email record)
Values:
Checked to enable
Checked to enable
Function:
Prevents SDTemplate Trigger function (sets template encode values, etc.) from running when inserting/updating templates.
By default, this function is always run when templates are created or updated.
Prevents SDTemplate Trigger function (sets template encode values, etc.) from running when inserting/updating templates.
By default, this function is always run when templates are created or updated.
Values:
Checked to enable
Checked to enable
Function:
Modifies the number of fields displayed at once in the template editor Insert Field, Insert Related List, and Insert Conditional Logic menus
Next and Prev buttons will appear below the field menus to switch between fields
Modifies the number of fields displayed at once in the template editor Insert Field, Insert Related List, and Insert Conditional Logic menus
Next and Prev buttons will appear below the field menus to switch between fields
Values:
Number of fields to display
Number of fields to display
Function:
Adds Create Salesforce Task tab to the S-Docs Template Editor, which allows you to configure S-Docs to create a Salesforce task when a document is generated
Adds Create Salesforce Task tab to the S-Docs Template Editor, which allows you to configure S-Docs to create a Salesforce task when a document is generated
Values:
Checked to enable
Checked to enable
Function:
Allows documents with template-level errors to generate (e.g. invalid formatting, nonexistent components, etc.)
By default, S-Docs will stop document generation if template-level errors are detected
Allows documents with template-level errors to generate (e.g. invalid formatting, nonexistent components, etc.)
By default, S-Docs will stop document generation if template-level errors are detected
Values:
Checked to enable
Checked to enable
Note: This field should only be populated if you are using Salesforce Government Cloud.
Function:
Passes your Salesforce login URL to S-Docs for use with your S-Docs Connected App in Salesforce Government Cloud
Values:
Your Salesforce Login URL
Production: https://login.salesforce.com
Sandbox: https://test.salesforce.com
Your Salesforce Login URL
Production: https://login.salesforce.com
Sandbox: https://test.salesforce.com
Function:
Causes S-Docs to encode spaces in file names of documents uploaded to Amazon S3 with real spaces (legacy method).
By default, spaces are replaced with "+"
Causes S-Docs to encode spaces in file names of documents uploaded to Amazon S3 with real spaces (legacy method).
By default, spaces are replaced with "+"
Values:
Checked to enable
Checked to enable
Function:
Fixes broken images in Insert Image tool and allows DOC/DOC-NEW templates with Embed Images checked to generate.
This setting is only required for orgs with stabilized URLs for Visualforce, Experience Builder, Site.com Studio, and Content Files enabled.
Fixes broken images in Insert Image tool and allows DOC/DOC-NEW templates with Embed Images checked to generate.
This setting is only required for orgs with stabilized URLs for Visualforce, Experience Builder, Site.com Studio, and Content Files enabled.
Note: Stabilized URLs are automatically enabled in all new or refreshed Sandboxes, and will be enabled for all orgs in the Summer ‘22 release. View this Salesforce Help article for more information.
Values:
Checked to enable
Checked to enable
Function:
Disables queries S-Docs runs on the Contact object by default when the S-Docs Email page is loaded
Disables queries S-Docs runs on the Contact object by default when the S-Docs Email page is loaded
Values:
Checked to enable
Checked to enable
Function:
Automatically includes the ContentDocument, ContentVersion, and/or Attachment IDs of the generated document in the folder file path for documents uploaded to Amazon S3 folders
Automatically includes the ContentDocument, ContentVersion, and/or Attachment IDs of the generated document in the folder file path for documents uploaded to Amazon S3 folders
Values:
Checked to enable
Checked to enable