Distributing and Storing Documents

Emailing Documents

Create S-Docs Email Templates
Selecting Email Recipients
Generate & Attach New Documents to Your Current Email
Customize Email Attachment Selection
Restrict a Template From Being Emailed

Storing Documents

Saving S-Docs as Salesforce Attachments
Link One Document to Many Objects
Use S-Docs with Salesforce Chatter

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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