Documentation

Dec 21

Use S-Sign To Send A Document To Multiple Signers For E-Signature

By S-Docs Team Documentation, S-Sign No Comments

Create an S-Sign Enabled Template

Start by creating a new S-Docs template. We'll call our example template "Loan Agreement." If you are working with a pre-existing S-Sign enabled template, you can skip this step.

Click Save, and then open the S-Docs template in the S-Docs Template Editor.

To enable S-Sign for this template, navigate to the Advanced Options tab and check the Enable S-Sign checkbox. The S-Sign panel will appear on the left, and allow you to edit the options associated with this S-Sign template.

Create Signer Profiles in the S-Sign Settings Menu

Signer profiles allow you to define the email address of each signer, the order in which they will receive and sign the document, and whether or not each one receives a copy of the audit record after the document has been finalized. To learn more about these settings, please visit our S-Sign Template Settings article.

The Signer profiles menu is located in the S-Sign panel to the left of the template editor. By default, S-Sign provides you with two profiles: Signer 1 and Signer 2. In our example, we have renamed our profiles to "Borrower" and "Lender." You can create additional profiles here as well, though we'll just stick with two profiles in this example.

Next, we will associate emails to the two profiles. You can either type in each signer's email address directly, or use merge fields to dynamically populate the email address field based on the record that this document is generated from.

Previously, we created custom fields on our template's base object (Contract) to determine the email addresses that will be assigned to each profile. Our two custom fields are Lender email and Borrower email. To pull data from these fields, first click Insert Field in the template editor.

This will show all available fields to pull data from on the contract object. Search for your custom fields and click Copy to Clipboard.

You can then paste them into the "Email Address" field in the signer profile menu. As we mentioned before, you can also specify the order in which the users will receive the E-Signature request; in this example, the Borrower will receive the request first since the Borrower's Signing Order is "1," and the Lender will receive the request after the Borrower has signed the document since the Lender's Signer Order is "2."

Associating S-Sign Fields to Specific Signer Profiles

The next step is associating S-Sign fields to the appropriate signer profiles. Click over to the S-Sign Fields tab in the S-Sign settings menu. S-Sign provides you with a single S-Sign Field by default. In this example, we created 3 S-Sign fields for each signer: signature, checkbox, and text (6 fields total).

We can then edit, copy, and paste our S-Sign Fields into the template body:

Each signer will only be able to interact with the fields that are assigned to their profile.

Emailing The Document

After saving your template, users can generate documents using this template and an S-Sign-enabled HTML email template and then send those documents for e-signature. The email page will inform the end user of the routing logic that will be used in the emailing:

What Signer 1 Sees

Signer 1 (the "Borrower" in our example) will be emailed the document first. When they click the S-Sign link in the email, they will be asked to verify their identity (if enabled for that template) and will be informed of the email routing logic.

Once Signer 1 has verified their identity (if required), they will be able to provide values for their assigned S-Sign Fields (the checkbox, text field, and signature), but NOT for the S-Sign Fields assigned to Signer 2 (the "Lender" in our example). Signer 1 can use the Previous and Next buttons to navigate through their assigned inputs.

Here is an example of input provided by Signer 1 (the "Borrower"):

Once Signer 1 (the "Borrower") submits their responses, the document will be emailed to Signer 2 (the "Lender"), and Signer 1 (the "Borrower") will see the following screen:

What Signer 2 Sees

When Signer 2 (the "Lender") opens the e-signature request, they will see previous signer's responses merged into the document.

Signer 2 (the "Lender") can then provide their input:

Signer 2 (the "Lender") will see the following page once they have submitted the signed document, and the signed document will be sent to Signer 1 (the "Borrower"), Signer 2 (the "Lender"), and the Salesforce user who originally sent the e-signature request.

The final signed document from our example will appear as follows:

By scrolling down, the audit trail for the document can also be viewed.

That's it! You are now ready to send e-signature requests that require multiple signers.

Upload Templates From Microsoft PowerPoint With The PPTX Feature

By S-Docs Team Documentation No Comments

Adding PPTX to the Template Format Picklist

Before we get started, we need to add the PPTX value to the Template Format picklist. To do this, nagivate to Setup > Build > Create > Objects and click SDoc Template.

Within the Custom Fields & Relationships related list, click the name Template Format.

Next, scroll to the Values relate list and click New.

Write “PPTX” and click Save. PPTX is now a value on your Template Format picklist!

Generating PPTX Files Via S-Docs

Similar to generating a DOCX document, create a new S-Docs template. Click on the Template Format dropdown menu and choose PPTX.

Next, head to the Template Editor, like we would with any other template. With the PPTX feature, all you have to do is upload your .pptx template file that you’ve already created.

Let’s start by putting a merge field into our template. In the Template Editor, click Insert Field.

Select a merge field. Rather than inserting the field into the typical source code editor, you will click the Copy to Clipboard button and paste it in your PowerPoint.

You can also add related lists to PPTX templates. To do this, click Insert Related List in the template editor, choose the columns that will appear in your related list, click the Get Related List tab in the Insert Related List window, and paste the related list into the first cell of a table in your PPTX template. Type in your headers and leave a second row beneath your pasted related list code. When you generate the document, S-Docs will retain this table's formatting and add data to it.

Once you’ve pasted all the necessary merge fields and related lists into your PPTX template, save your file and return to the Template Editor. Select Choose File and upload the PowerPoint you have been working with. After selecting the file, you will see a message indicating that your file is uploading. In a matter of seconds, your template will successfully upload.

Congratulations! You can now generate your PPTX files using your S-Docs template.

Limitations of PPTX Documents in S-Docs

Related list tables cannot span multiple pages. You can use LIMIT and OFFSET in your SOQL query.
PPTX templates have a limit of approximately 10 slides when uploaded to the template editor.

Note: For information on PPTX and DOCX syntax, refer to the syntax portion of the DOCX article.

May 29

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Using S-Sign to Send Multiple Documents

By S-Docs Team Documentation No Comments

Add The SSMultiSign VisualForce Page To Your Site

To send multiple documents, go to your S-Sign Site settings and add the VisualForce page SSMultiSign to the list of VisualForce pages for the site (if you didn't do so while configuring S-Sign): Setup > Build > Develop > Sites > [Your S-Sign Site].

Scroll down to Site Visualforce Pages and click Edit.

Add the page SSMultiSign to your site's Visualforce Pages to enable this feature.

You can now select multiple documents to generate for e-signature.

Note: All documents must be S-Sign enabled. Additional attachments (non-S-Sign or pregenerated documents) are not supported with S-Sign emails at this time.

What The Signer Sees

The signer will be informed that there are multiple documents to sign when they click the S-Sign link in the email that they receive.

Once they sign the first document, all they need to do is click Submit like normal.

They will then be able to sign the next document by clicking anywhere on the screen.

Once they've signed all of the documents, they will receive an email that contains all of the signed documents. That's all there is to it!

Generate And Attach A New Document To Your Current Email

By S-Docs Team Documentation, General Solutions, S-Docs Cookbook No Comments

Add The GenAtEmail Parameter To Your S-Docs Button

To enable the ability to generate and attach new documents to your current email, all you have to do is add the GenAtEmail='true' parameter to the S-Docs button for your object.

Use The Generate New Documents Button

After adding the GenAtEmail parameter to your S-Docs button, you'll see a Generate New Documents button appear on the email page whenever you click the S-Docs button that you edited. You can click it to select more documents to generate and automatically attach to your current email.

Note that the S-Docs button comes prepackaged for certain standard objects, such as the Contact object in the example above, and that this button cannot be edited. If you wish to enable the Generate New Documents on Email Page feature for these objects, you will need to create a new custom S-Docs button and add it to your page layout, and remove the prepackaged button from the page layout (if it's already there). Visit the Quick Install & Configuration Guide to learn about how to create an S-Docs button.

For information about other apex parameters that you can use to modify your S-Docs button, click here.

May 15

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The Template Editor “Insert Conditional Logic” Button

By S-Docs Team Documentation, General Solutions, S-Docs Cookbook No Comments

Introduction

S-Docs allows you to easily leverage conditional logic within your templates using the Insert Conditional Logic button. You can insert conditional statements with the click of a button in the WYSIWYG template editor without any HTML code. Watch the video below for a quick tutorial, or refer to the written instructions under the video.

Video Tutorial

Use The Insert Conditional Logic Button

Go to the template for which you would like to add conditional statements, and click the Insert Conditional Logic button.

Using this button, you can add a variety of conditional statements into your template.

The Insert Conditional Logic Menu

This is the Insert Conditional Logic menu. Using this interface, we will build our conditional statement by simply pointing and clicking, and then enter the content that will be conditionally rendered based on our conditions. Let's start with step 1: Select your conditions.

Start by [1] selecting a field. This picklist will let you choose from any field available on your template's base object. Then, [2] choose your operator. You can choose from equal-to, not-equal-to, greater-than, less-than, greater than or equal to, less than or equal to, contains, and not contains. Next, [3] choose the field value that you want your statement to evaluate. Then, [4] add the condition to the conditional statement.

Your condition will [1] be added to the conditional statement below. After you add your first condition, you can [2] add additional ones using AND/OR. Once your conditions are added into Step 2, you can edit them manually by simply clicking within the text box. After completing your conditional statement, you can move on to Step 3 to enter your conditionally rendered contents.

As you can see here, we've [1] finished our conditional statement, which will evaluate whether or not this contact has mobile and business phone information available. Now it's time to tell S-Docs what to render if the statement evaluates to true. To make this easier, you can [2] select fields from your object to include in your conditionally rendered contents. When you select a field, [3] the merge field syntax will be added to the text box underneath the field picker. Click Add Field to [4] add the merge field into the bottom text box, which contains the content that will be conditionally rendered if your conditional statement evaluates to true. As you can see here, if a contact has both a mobile and business phone on record, the document will include a small paragraph that provides this information.

Once you finish entering your conditionally rendered contents, click Insert. The template editor will format your conditional statement in the correct syntax, as follows:

[code lang="html"]
This contact has phone information available. Their mobile number is {{!Contact.mobilephone}} and their business number is {{!Contact.phone}}.
[/code]

From here, you can continue formatting your document however you like, or edit the conditional statement itself. For more information on conditional logic within a template and nested conditional statements (including writing conditional statements yourself), click here.

Note: If any fields in your conditional statement contain words and have a field type anything other than a basic string type (rich text, textarea, longtext, function, etc.) you will need to add the merge field attribute render. For example, if your merge field looked like this: {{!MyTestField}}
The field with the attribute added would look like this: {{!MyTestField render}} Within a conditional statement, it would look like this:
{{!Opportunity.closedate M/d/yyyy}}
Note that this attribute should only be added to merge fields within render tags (e.g. enclosed by ). In the above example, the attribute is not added to the {{!Opportunity.closedate M/d/yyyy}} because this merge field is outside of the render tags (e.g. not used as a condition in your conditional statement).
Additionally, note that the Insert RENDER button will not add this attribute automatically. This functionality was added in version 4.48

May 15

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Add Custom Filters When Selecting Your Templates

By S-Docs Team Documentation, General Solutions, S-Docs Cookbook No Comments

Create A New S-Doc Relationship

S-Docs makes sorting through your templates easier by allowing you to create custom filters.

In this example, the filter we're creating is a picklist that will help us sort through templates by region. This can be done by creating a new S-Doc Relationship. You can learn more about custom relationships here.

When you reach the third step of creating your object, make sure to check the Visible checkbox.

Create A New S-Docs Button

Once you finish creating your relationship, proceed to making your new custom button. Be sure to check Detail Page Button, and choose Display in existing window without sidebar or header for its behavior. Append AdditionalFields='Region__c', to your button's apex command. You can learn more about creating custom objects, such as buttons, here.

{!URLFOR('/apex/SDOC__SDCreate1', null,[id=Task.Id, Object='Task',
AdditionalFields='Region c'])}

Add the button to your page's layout. Since we named this button S-Docs, it can replace the previous S-Docs button on your page's layout.

Now, click your S-Docs button and see your picklist at work!

May 15

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Merge External Data Into Your Documents

By S-Docs Team Documentation, General Solutions, S-Docs Cookbook No Comments

Merge in External Data: XML Strings

To merge external data (in the form of an XML string) into an S-Docs document, you can create an S-Docs Job record and write the external data to the S-Docs Job record. You can then reference the XML data values as merge fields in your template.

For example, if you have {{!MyXXXField}} in your template and you write <MyXXXField>Tutorial</MyXXXField> to the S-Docs Job, you will see "Tutorial" in your generated document.

Nested XML Tags

This feature also supported nested XML tags, with the * character used as a delimiter between each level:

[code lang="html" highlight="1,19,25"]XML STRING
<aaa1>
<bbb1>
<ccc>test1</ccc>
</bbb1>
<bbb2>
<ccc>test2</ccc>
</bbb2>
</aaa1>
<aaa2>
<bbb1>
<ccc>test3</ccc>
</bbb1>
<bbb2>
<ccc>test4</ccc>
</bbb2>
</aaa2>

TEMPLATE
Field 1: {{!aaa1*bbb1*ccc}}
Field 2: {{!aaa1*bbb2*ccc}}
Field 3: {{!aaa2*bbb1*ccc}}
Field 4: {{!aaa2*bbb2*ccc}}

GENERATED DOCUMENT
Field 1: test1
Field 2: test2
Field 3: test3
Field 4: test4[/code]

Apex Code

You can also use this feature in your Apex code (for example, in an Apex class that does a webservice callout to retrieve the XML data string). In your Apex code, you can use the function SDBatch.writeRecordDataXML(SDJob__c sdjob, String xml) to write the XML string to an S-Docs Job record (this will store the XML string in the S-Docs Job's SDOC__RecordDataXML__c field, as well as the SDOC__RecordData2XML__c field if the string is too large to fit in the first field alone). For example:

[code lang="html"]String xmlData; // Your XML data goes here
SDOC__SDJob__c sdjob = new SDOC__SDJob__c(
SDOC__ObjAPIName__c='Opportunity', // Object API Name
SDOC__OID__c='006000000018HK6', // Object ID
SDOC__Doclist__c='a15000000012GQ2', // Template ID
SDOC__Start__c=true // Generate document upon insertion of S-Docs Job
);
SDBatch.writeRecordDataXML(sdjob, xmlData); // Write XML Data to S-Docs Job record
insert sdjob;[/code]

Given that you've configured your template to use merge fields referencing the XML data values, this code should generate a document that has your XML data merged into the specified locations.

Merge in External Table Data

You can also merge in external table data into your S-Docs documents. This involves formatting your external table data into an XML string and using Apex code to pass that string into an S-Docs Job record. This will allow the external table data to populate a table within an S-Docs document. Let's take a look at an example to see how this works.

Note: You can also merge XML table data into your documents synchronously via callable apex. Learn more here.

First, we built out a table within the S-Docs template editor that includes three columns -- one for product name, product description, and product code -- information that we'll assume is currently stored outside of Salesforce. Here's the source code for our table:

[code lang="html"]<img src="data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7" data-wp-preserve="%3Cstyle%20type%3D%22text%2Fcss%22%3Etable%0A%20%20.table499%20%7Bborder%3Asolid%20black%201px%3B%20border-collapse%3Acollapse%3B%20border-spacing%3A0px%3Bfont-family%3AArial%20Unicode%20MS%2CArial%2CHelvetica%2Csans-serif%3B%20font-size%3A10pt%3B%20width%3A100%25%20%7D%0A%20%20.table499header%20%7Btext-align%3Acenter%3Bfont-weight%3Abold%3Bborder%3Asolid%20black%201px%3Bcolor%3A%23FFFFFF%3Bbackground-color%3A%23000000%3B%7D%0A%20%20.table499footer%20%7Btext-align%3Aright%3Bfont-weight%3Abold%3Bborder%3Asolid%20black%201px%3B%20height%3A%2030px%7D%0A%20%20.table499RowEven%7Bborder%3Asolid%20black%201px%3B%7D%0A%20%20.table499RowOdd%7Bbackground-color%3A%23cdcdcd%3Bbackground-color%3A%23a8a8a8%3Bborder%3Asolid%20black%201px%3B%7D%0A%20%20.table499col0%2C%20.table499col1%2C%20.table499col2%20%7Bborder%3Asolid%20black%201px%3Btext-align%3Aleft%3Bfont-weight%3Anormal%3Bfont-size%3A12pt%3Bfont-family%3AArial%2C%20Helvetica%2C%20sans-serif%3B%7D%0A%3C%2Fstyle%3E" data-mce-resize="false" data-mce-placeholder="1" class="mce-object" width="20" height="20" alt="<style>" title="<style>" />
<table cellpadding="4" cellspacing="0" class="table499">
<thead>
<tr>
<th class="table499header">Product Name</th>
<th class="table499header">Product Description</th>
<th class="table499header">Product Code</th>
</tr>
</thead>
<tbody>
</tbody>
</table>[/code]

As you can see, we've included some styling CSS within the <style> tags, and then defined our three table columns within <th> tags. Next, we added a LineItems statement within the <tbody> tags -- this statement will use your XML string to populate the table. Note that the <listname> tags include the externalList="true" attribute to denote that we will be merging in external data.

To ensure that our external table data will merge in correctly, we first need to format it into an XML string. You can write Apex code to format your table data into XML that follows the format below. Each product record includes one XML tag for each table column (in our example, 3 per record), and is enclosed within parent tags that have the same name as the <listname> in our S-Docs template.

[code lang="html"]<products>
<productname>Apple</productname>
<productdescription>Red fruit</productdescription>
<productcode>4016</productcode>
</products>
<products>
<productname>Banana</productname>
<productdescription>Yellow fruit</productdescription>
<productcode>4011</productcode>
</products>
<products>
<productname>Pear</productname>
<productdescription>Green fruit</productdescription>
<productcode>3012</productcode>
</products>[/code]

Once your external table data is formatted correctly, the last step is to write Apex code similar to the following so that your XML string can be written to an S-Docs Job record and merged into your S-Docs template.

[code lang="html"]String lineItemDataXML = ''; // Your XML data goes here
SDOC__SDJob__c sdjob = new SDOC__SDJob__c(
SDOC__ObjAPIName__c='Opportunity', //Object API name
SDOC__OID__c='006000000018HK6', // Object ID
SDOC__Doclist__c='a15000000012GQ2', //Template ID
SDOC__Start__c='true' // Generate document upon insertion of S-Docs Job
);
SDOC.SDBatch.writeLineItemDataXML(sdjob, lineItemDataXML); // Write XML Data to S-Docs Job record
insert sdjob;[/code]

This code will generate a document with your XML data merged into the table. Using the data listed above, the generated document will look like this:

May 11

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Specify Coloration on Even and Odd Rows in Subquery Records

By S-Docs Team Documentation, General Solutions, S-Docs Cookbook No Comments

Row Coloration Syntax

S-Docs offers support to specify coloration on even and odd rows in subquery records.

The syntax, which is tableXXXsubRowEven and tableXXXsubRowOdd, is case-sensitive, and if not specified, will revert to the CSS that's specified by tableXXXRowEven and tableXXXRowOdd.

Coloration in LineItemsSOQL can be specified by <rowcoloration>tablerow</rowcoloration> and <rowcoloration>record</rowcoloration>.

If <rowcoloration>tablerow</rowcoloration> is specified, the table row class is changed from tableXXXRowOdd to tableXXXRowEven (and vice versa) every time a new table row (<tr>) is inserted. This is also true for table rows inserted by newrow="true", groupbysum, etc.

Example Table & Code

In this case, the table would look something like the following, given the sample code below:

[code lang="html" collapse="1"]<span style="font-family:arial,helvetica,sans-serif;"><span style="color:#FF0000;"><span style="font-family:arial,helvetica,sans-serif;"><span style="color:#FF0000;"><strong><rowcoloration>record</rowcoloration> w</strong></span></span><strong>ith newrow="true" </strong></span></span>
<ul>
<li><span style="color:#000000;"><span style="font-family:arial,helvetica,sans-serif;"><em>Row colors change every other record.</em></span></span></li>
<li><span style="color:#000000;"><span style="font-family:arial,helvetica,sans-serif;"><span style="font-family:arial,helvetica,sans-serif;"><em>The body of each chatter post/comment record is inserted in a new row after the the record's other columns.</em></span></span></span></li>
</ul>
<br />

<style type="text/css">table.table876 {border:solid black 1px; border-collapse:collapse; border-spacing:0px;font-family:Arial Unicode MS,Arial,Helvetica,sans-serif; font-size:10pt; width:100% }
.table876header {text-align:center;font-weight:bold;border:solid black 1px;color:#FFFFFF;background-color:#000000;}
.table876footer {text-align:right;font-weight:bold;border:solid black 1px; height: 30px}
.table876subheader {text-align:center;font-weight:bold;border:solid black 1px;color:#FFFFFF;background-color:#000000;}
.table876RowEven{border:solid black 1px;background-color:#2ecc71;}
.table876RowOdd{background-color:#cdcdcd;border:solid black 1px;}
.table876subRowEven{border:solid black 1px;background-color:#f1c40f;}
.table876subRowOdd{background-color:#8e44ad;border:solid black 1px;}
.table876col0{border:solid black 1px;text-align:left;}
.table876col1{border:solid black 1px;text-align:left;}
.table876col2{border:solid black 1px;text-align:left;}
.table876col3{border:solid black 1px;text-align:left;}
.table876col4{border:solid black 1px;text-align:left;}
.table876col5{border:solid black 1px;text-align:left;}
</style>
<table class="table876">
<tbody>
</tbody>
</table>
<span style="font-family:arial,helvetica,sans-serif;"> </span>

<div style="page-break-after: always"><span style="display: none;"> </span></div>
<span style="color:#FF0000;"> </span><span style="font-family:arial,helvetica,sans-serif;"><span style="color:#FF0000;"> </span><strong><span style="color:#FF0000;"></span></strong><span style="font-family:arial,helvetica,sans-serif;"><span style="color:#FF0000;"><strong><rowcoloration>record</rowcoloration> w</strong></span></span><strong><span style="color:#FF0000;">ithout newrow="true" </span></strong></span>

<ul>
<li><span style="font-family:arial,helvetica,sans-serif;"><span style="font-family:arial,helvetica,sans-serif;"><em>Row colors change every other record. </em></span></span></li>
<li><span style="font-family:arial,helvetica,sans-serif;"><em>The body of each chatter post/comment record is inserted in the same row as the the record's other columns.</em></span></li>
</ul>
<br />

<table class="table876">
<tbody>
</tbody>
</table>
<span style="font-family:arial,helvetica,sans-serif;"> </span><br />
<br />
<style type="text/css">
</style>
<div style="page-break-after: always"><span style="display: none;"> </span></div>
<span style="font-family:arial,helvetica,sans-serif;"><span style="color:#FF0000;"><span style="font-family:arial,helvetica,sans-serif;"><span style="color:#FF0000;"><span style="font-family:arial,helvetica,sans-serif;"><span style="color:#FF0000;"><strong><rowcoloration>tablerow</rowcoloration> w</strong></span></span></span></span><strong>ith newrow="true"</strong></span></span>

<ul>
<li><span style="font-family:arial,helvetica,sans-serif;"><span style="font-family:arial,helvetica,sans-serif;"><em>Row colors change every other table row. </em></span></span></li>
<li><span style="font-family:arial,helvetica,sans-serif;"><em>The body of each chatter post/comment record is inserted in a new row after the the record's other columns.</em></span></li>
</ul>
<br />

<table class="table876">
<tbody>
</tbody>
</table>
<span style="font-family:arial,helvetica,sans-serif;"> </span>

<div style="page-break-after: always"><span style="display: none;"> </span></div>
<span style="color:#FF0000;"> </span><span style="font-family:arial,helvetica,sans-serif;"><span style="color:#FF0000;"> </span><strong><span style="color:#FF0000;"></span></strong><span style="font-family:arial,helvetica,sans-serif;"><span style="font-family:arial,helvetica,sans-serif;"><span style="color:#FF0000;"><span style="font-family:arial,helvetica,sans-serif;"><span style="color:#FF0000;"><strong><rowcoloration>tablerow</rowcoloration> w</strong></span></span></span></span></span><strong><span style="color:#FF0000;">ithout newrow="true"</span></strong></span>

<ul>
<li><span style="font-family:arial,helvetica,sans-serif;"></span><span style="font-family:arial,helvetica,sans-serif;"><span style="font-family:arial,helvetica,sans-serif;"><span style="font-family:arial,helvetica,sans-serif;"><em>Row colors change every other table row. </em></span></span></span></li>
<li><span style="font-family:arial,helvetica,sans-serif;"><em>The body of each chatter post/comment record is inserted in the same row as the the record's other columns.</em></span></li>
</ul>
<br />

<table class="table876">
<tbody>
</tbody>
</table>
<span style="font-family:arial,helvetica,sans-serif;"> </span><br />
<br />
<style type="text/css">
</style>[/code]
If <rowcoloration>record</rowcoloration> is specified, the table row class changes from tableXXXRowEven to tableXXXRowOdd (and vice versa) upon iterating through all of the columns for the current record, regardless of how many table rows (<tr>) were inserted during that time.

If neither are specified, the default will be <rowcoloration>record</rowcoloration>.

May 03

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Pull Image Attachments and Generate a PDF

By S-Docs Team Documentation No Comments

Image Files

For image files, use:

[code lang="html"][/code]

Image Attachments

For image attachments, use:
[code lang="html"][/code]

Note: This only allows you to merge IMAGES from files or attachments. You cannot use this method to merge PDF files or attachments into your S-docs PDF.

Apr 24

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Adding Page Breaks to Your PDF

By S-Docs Team Documentation, General Solutions, S-Docs Cookbook No Comments

Insert Page Breaks With The Template Editor

When creating visually pleasing PDFs, it is essential to have control over exactly where the content of one page ends and the content of another begins. To insert a page break into your document, simply place your cursor where you want the page to break and click the Page Break button.

Insert Page Breaks With Code

You can also insert the following code into the Source of the template editor wherever you would like a page break:

[code lang="html"]<p style="page-break-after:always;"> </p>[/code]

In This Article:

Create an S-Sign Enabled Template

Create Signer Profiles in the S-Sign Settings Menu

Associating S-Sign Fields to Specific Signer Profiles

Emailing The Document

What Signer 1 Sees

What Signer 2 Sees

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In This Article:

Adding PPTX to the Template Format Picklist

Generating PPTX Files Via S-Docs

Limitations of PPTX Documents in S-Docs

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Add The SSMultiSign VisualForce Page To Your Site

What The Signer Sees

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In This Article:

Add The GenAtEmail Parameter To Your S-Docs Button

Use The Generate New Documents Button

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Introduction

Video Tutorial

Use The Insert Conditional Logic Button

The Insert Conditional Logic Menu

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Create A New S-Doc Relationship

Create A New S-Docs Button

In This Article:

Merge in External Data: XML Strings

Nested XML Tags

Apex Code

Merge in External Table Data

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Row Coloration Syntax

Example Table & Code

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Image Files

Image Attachments

In This Article:

Insert Page Breaks With The Template Editor

Insert Page Breaks With Code