Introduction
PDF-Upload templates allow you to merge data from Salesforce into preexisting PDF documents. The document itself is built outside of Salesforce and then uploaded to S-Docs to be tagged with drag-and-drop merge fields and other content.
Main Advantages
PDF-Upload templates don't require you to rebuild your existing documents, since any standard-formatted PDFs can be uploaded and used. This means you can incorporate design elements into your PDF that wouldn't otherwise be supported.
Additionally, PDF-Upload templates are easy to set up. The drag-and-drop template builder enables even non-technical users to easily overlay merge fields and create stunning documents quickly. Template development can be significantly expedited with PDF-Upload.
PDF-Upload templates can also be inserted into standard PDF templates as separate pages, allowing you to leverage the advantages of both template formats.
Supported Features
| Feature | Supported? |
|---|---|
| Merge Fields | |
| Related Lists | |
| Conditional Logic | |
| Live Edit | |
| Runtime Prompts | |
| HTML/CSS Source Editing | |
| Named Queries | |
| Template Header & Footer | |
| Insert Component Templates | |
| Mass Merge (Batch Generation) | |
| Collect e-signatures with S-Sign |
Recommended For
PDF-Upload templates are recommended for basic documents that require simple Salesforce field data merges. They're also recommended for design-heavy documents.
Because PDF-Upload templates don't support more complex features like related lists and nested conditional logic, we recommend using standard PDF templates for those requirements.
Main Limitations
While PDF-Upload is a robust and easy-to-use feature, there are a few limitations to consider when using it.
- PDF is the only file type supported
- Pre-existing templates cannot be switched to the PDF-Upload template format
- PDF-Upload templates cannot be switched to a different template format
- The Header, Footer, Page Settings, and Create Salesforce Task tabs are not available
- PDFs must be the traditional 8.5 x 11 inch size; landscape PDFs are not supported
- The page count upper limit is currently around 15 pages. Keep in mind that certain contents increase template size and complexity (such as images or large amounts of text), which may have an effect on the page number limitation
- To export templates and transfer them between orgs, use the S-Docs Template Migrator instead of manually exporting and importing the template data.
- Component templates are not supported (however, you can use PDF-Upload templates as components in regular PDF templates)
- Related Lists are not supported
- Conditional statements need to be written out (the Insert Conditional Logic button is not supported)
- Nested renders are not supported
- Direct SOQL related lists are not supported
- Merged text will not wrap (will flow off of the side of a page) without entering the following to the Additional Style field:
white-space: normal !important;