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

  • Knowledge Base
  • S-Docs for Salesforce
  • Generating Documents

Generating Documents

  • S-Docs Software Development Kit (DocumentSDK)

  • S-Docs SDK Resources

  • Generate S-Doc, Preparing, and Sealing Envelope Invocable Apex Actions

  • Generate S-Doc With Input Invocable Apex Action

  • Overview: Generating Documents

Generate Documents Manually

  • The S-Docs User Guide
  • The S-Docs Live Edit feature
  • Conditional template selection & generation
  • Add Custom Template Selection Filters
  • Stitch Additional PDFs To Your Template During Document Generation (Beta)
View all 5 articles

Generate Documents Automatically

  • Invocable Apex Action Library for Flow Builder
  • Automation Options: Improving Efficiency and Compliance
  • S-Docs Jobs
  • Document Automation with S-Docs Jobs - Lightning
  • Document Automation with S-Docs Jobs - Classic
  • Automate emails with Process Builder
  • Parameters For Apex Buttons & Calls to Create S-Docs
View all 7 articles

Batch Processing

  • Generate Documents in Batch Invocable Apex Action
  • S-Docs Mass Merge (Legacy)
View all 2 articles

Menu

  • Install & Configure
  • Creating & Managing Templates
  • Inserting & Formatting Data
  • Applying Logic
  • Generating Documents
  • Distributing and Storing Documents
  • Integrations
  • Administration

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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