Documents (S-Docs) Settings
Exact settings and behavior notes for the Documents S-Docs Lightning component.
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Exact settings and behavior notes for the Documents S-Docs Lightning component.
Use this page when you need the exact configuration options for Documents (S-Docs).
This component shows generated files and supports post-generation actions on a Salesforce record page.
Title
Set the component header on the record page.
Recommended value: Generated Documents
Object API Name
Define which record's generated files the component shows.
Must match the object used in Generate Documents (S-Docs).
Email Template
Load one predefined HTML email template for send actions.
One email template can be configured per component. If none is selected, users can still send manually. The template must be valid for the object.
Automatically Open Email Editor
Open the email composer right after generation.
Best when users usually email documents immediately after creating them.
Show Refresh
Show the Refresh action for generated files.
Refresh updates the existing document with current Salesforce data, creates a new version, keeps the original template and layout, and does not run a full regenerate flow.
Show Versions
Show version history for generated files.
New versions are created by Refresh Data and Live Edit. The latest version stays active by default.
Use the same Object API Name on both record-page components.
Use Email Template when users send the same message often.
Enable Show Refresh and Show Versions together when users need traceability.
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