# SDocs Help ## Home ## Quick Start - [First Step: Installing S-Docs](https://help.sdocs.com/quick-start/getting-started/first-step-installing-s-docs.md): This quick installation guide will teach you how to install S-Docs and start your journey towards seamless native document generation! - [Connecting S-Docs to Your Customer Records](https://help.sdocs.com/quick-start/getting-started/set-up-object-relationships.md) - [Security and Permissions](https://help.sdocs.com/quick-start/getting-started/security-and-permissions.md) - [Create Your First Template](https://help.sdocs.com/quick-start/getting-started/create-your-first-template.md) - [Configure Document Generation](https://help.sdocs.com/quick-start/getting-started/configure-document-generation.md) - [Generate and Email Your Document](https://help.sdocs.com/quick-start/getting-started/generate-and-email-your-document.md): Generate a document from a Salesforce record page, review it, and send it by email with the S-Docs Lightning Web Components. - [How to Auto-Fill Customer Data into Templates](https://help.sdocs.com/quick-start/template-building/how-to-auto-fill-customer-data-into-templates.md): Learn what merge fields do, how S-Docs resolves them, and how to place one on a PDF-Upload template. - [Customize Template Settings: Document Generation](https://help.sdocs.com/quick-start/template-building/customize-template-settings-document-generation.md): Configure page layout, file naming, and file save behavior for a quote template. - [Customize Template Settings: Email](https://help.sdocs.com/quick-start/template-building/customize-template-settings-email.md): Configure default email subject, recipients, sender behavior, and sending guardrails for a quote template. - [Create Your First Email Template](https://help.sdocs.com/quick-start/template-building/create-your-first-email-template.md): Create an HTML email template, add merge fields, and test default email behavior from an Opportunity record. - [Create Your First Word Template](https://help.sdocs.com/quick-start/template-building/create-your-first-word-template.md): Create a Microsoft Word template, add S-Docs syntax, upload the file, and test DOCX generation. - [Create Your First PowerPoint Template](https://help.sdocs.com/quick-start/template-building/build-and-upload-a-pptx-template.md): Create a Microsoft PowerPoint template, add S-Docs syntax, upload the file, and test PPTX generation. - [How to Format Text, Dates, and Currency](https://help.sdocs.com/quick-start/template-building/how-to-format-text-dates-and-currency.md): Format dates, numbers, checkboxes, and uppercase billing output with merge field attributes. - [How to Show or Hide Content Automatically](https://help.sdocs.com/quick-start/template-building/conditional-logic-tutorial.md): Show or hide template sections with field checks, blank-value rules, and multi-part conditions. - [Advanced Data Pulling (For Admins)](https://help.sdocs.com/quick-start/template-building/creating-your-first-named-query-tutorial.md): Define a named query once, then reuse the returned values anywhere in your template. - [Adding Tables (Like Products or Contacts) to Your Document](https://help.sdocs.com/quick-start/template-building/adding-tables-like-products-or-contacts-to-your-document.md): Build a simple related-record table pattern you can adapt to many S-Docs templates. - [Setup Calculations](https://help.sdocs.com/quick-start/template-building/get-started-with-calculations.md): Learn the basic math tag patterns for numbers, dates, conditions, and null-safe output. - [Building Reusable Template Sections](https://help.sdocs.com/quick-start/template-building/component-templates-tutorial.md) - [Translate Document Content](https://help.sdocs.com/quick-start/template-building/document-content-translation-tutorial.md): Build a translated S-Docs template with data translation maps, Translation Workbench, and translated related list values. - [Configure Document Generation On Your Record Page](https://help.sdocs.com/quick-start/document-generation/add-s-docs-lightning-components-to-a-record-page.md): Add the Generate Documents and Documents components to a Lightning record page, configure common options, and test the full admin setup. - [Configure Email Sending On Your Record Page](https://help.sdocs.com/quick-start/document-generation/configure-email-sending-on-your-record-page.md) - [Adding S-Docs to Customer Portals (Experience Cloud)](https://help.sdocs.com/quick-start/document-generation/configuring-s-docs-lightning-web-components-in-experience-cloud.md) - [Getting Started: Automate Document Generation](https://help.sdocs.com/quick-start/document-generation/getting-started-automate-document-generation.md): Build a Salesforce Screen Flow that generates a PDF document with S-Docs. - [Getting Started: Automate Emails](https://help.sdocs.com/quick-start/document-generation/getting-started-automate-emails.md): Extend a Salesforce Screen Flow to email a generated S-Docs document. - [Translating the S-Docs App Menus](https://help.sdocs.com/quick-start/document-generation/s-docs-ui-translation-tutorial.md): Translate the S-Docs user interface for one language, test it with a user, and verify the translated workflow. - [First Step: Installing S-Sign](https://help.sdocs.com/quick-start/s-sign-setup/first-step-installing-s-sign.md): This page will walk you through the installation process for the S-Sign Package. - [Manage User Access](https://help.sdocs.com/quick-start/s-sign-setup/manage-user-access.md): This page will explain how to assign or renew licenses to S-Sign Users, as well as walk through permission sets provided by the manage practices. - [Configure Global Settings](https://help.sdocs.com/quick-start/s-sign-setup/configure-global-settings.md) - [Customize Organization Wide Settings](https://help.sdocs.com/quick-start/s-sign-setup/customize-organization-wide-settings.md): This guide outlines the features and settings available on the S-Sign Setup Page. This page serves as the central administrative hub for managing licenses, site configurations, and global e-signature - [Configure E-Signature Template](https://help.sdocs.com/quick-start/s-sign-setup/configure-e-signature-template.md): This guide details how to configure S-Docs templates to function with S-Sign for e-signature requests. A standard sign request typically requires two templates: an HTML template (the email body) and a - [Configure Signature Request Email Template](https://help.sdocs.com/quick-start/s-sign-setup/configure-signature-request-email-template.md): This guide provides a comprehensive overview of how to create and configure S-Sign enabled HTML templates for S-Docs. - [Manage Delivery & Signing Experience](https://help.sdocs.com/quick-start/s-sign-setup/manage-delivery-and-signing-experience.md): This page will walk user's through how to generate documents and send out e-Signature requests using the Generate Documents and Generated Documents LWCs introduced by the managed package. ## S-Docs - [Inserting Merge Fields](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields.md): Learn how merge fields work in S-Docs, then choose the right guide for Template Editor, Microsoft templates, or focused troubleshooting. - [Special Merge Fields](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/special-merge-fields.md): Use special merge fields to pull document metadata, record IDs, page numbers, and generating user details into an S-Docs template. - [Merge Fields With Template Editor](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/merge-fields-with-template-editor.md): Learn what merge fields are, how to add them to a template, and which attributes are most useful day to day. - [Merge Fields With Microsoft Templates (DOCX, PPTX, XLSX)](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/merge-fields-with-microsoft-templates-docx-pptx-xlsx.md): Learn how to add merge fields to DOCX templates and use the square-bracket syntax required in Microsoft Word files. - [Additional Resources](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/additional-resources.md) - [Mailing Address Fields](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/additional-resources/special-salesforce-mailing-address-fields.md) - [Quickly Traverse Five Levels](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/additional-resources/quickly-traverse-five-levels.md) - [Rich Text Field Formatting Considerations](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/additional-resources/concerns-with-using-rich-text-field-formatting.md): Clean up extra spacing from rich text fields and control paragraph tags in merge fields and related lists. - [Style Templates](https://help.sdocs.com/sdocs/template-architecture/template-authoring.md): Learn how styling works in the S-Docs Template Editor, where to apply CSS, and which guides to use for common design tasks. - [Related List Tables and CSS](https://help.sdocs.com/sdocs/template-architecture/template-authoring/related-list-tables-and-css.md) - [S-Docs Template Development Best Practices](https://help.sdocs.com/sdocs/template-architecture/template-authoring/s-docs-template-development-best-practices.md) - [Adding a Background Image or Watermark](https://help.sdocs.com/sdocs/template-architecture/template-authoring/how-to-add-a-background-image-or-watermark.md) - [CSS Styling with Merge Fields](https://help.sdocs.com/sdocs/template-architecture/template-authoring/css-styling-with-merge-fields.md) - [Table Formatting: How-To Guide](https://help.sdocs.com/sdocs/template-architecture/template-authoring/table-formatting-how-to-guide.md) - [Configure Template Settings](https://help.sdocs.com/sdocs/template-architecture/template-settings.md) - [Header And Footer Tabs](https://help.sdocs.com/sdocs/template-architecture/template-settings/header-and-footer-tabs.md): Use the Header and Footer tabs to add repeating content above and below the document body, including first-page-only and remaining-page layouts. - [Multiple Pages with Different Page Margins](https://help.sdocs.com/sdocs/template-architecture/template-settings/header-and-footer-tabs/multiple-pages-with-different-page-margins.md): Use page-specific CSS and \`pagebody\` tags to apply different margins or orientation within one PDF template. - [Page Settings Tab](https://help.sdocs.com/sdocs/template-architecture/template-settings/page-settings-tab.md): Use Page Settings to control page size, orientation, margins, and measurement units in the Template Editor. - [Page Settings Quick Reference](https://help.sdocs.com/sdocs/template-architecture/template-settings/page-settings-tab/page-settings-quick-reference.md) - [How to Configure Custom Page Sizes](https://help.sdocs.com/sdocs/template-architecture/template-settings/page-settings-tab/how-to-configure-custom-page-sizes.md): Configure custom page dimensions, units, and margins for labels, cards, letterhead, and international paper sizes. - [Document Options Tab](https://help.sdocs.com/sdocs/template-architecture/template-settings/document-options-tab.md): Use Document Options to control output names, storage, edit behavior, and general generation settings. - [Document Options Quick Reference](https://help.sdocs.com/sdocs/template-architecture/template-settings/document-options-tab/document-options-quick-reference.md): Scan Document Options settings in table format, including file naming, storage, edit behavior, and general generation options. - [How to Handle International Characters](https://help.sdocs.com/sdocs/template-architecture/template-settings/document-options-tab/how-to-handle-international-characters.md): Enable Unicode support and choose the right enforcement level and fonts for international characters. - [How to Create Dynamic File Names](https://help.sdocs.com/sdocs/template-architecture/template-settings/document-options-tab/how-to-create-dynamic-file-names.md): Use merge fields in Output File Format to generate clear, searchable file names automatically. - [How to Auto-Attach Documents to Records](https://help.sdocs.com/sdocs/template-architecture/template-settings/document-options-tab/how-to-auto-attach-documents-to-records.md): Save generated documents to Salesforce Files or Attachments automatically. - [Email Settings Tab](https://help.sdocs.com/sdocs/template-architecture/template-settings/email-settings-tab.md): Use Email Settings to control email subject, recipients, sender behavior, and outbound email restrictions. - [Email Settings Quick Reference](https://help.sdocs.com/sdocs/template-architecture/template-settings/email-settings-tab/email-settings-quick-reference.md): Scan Email Settings in table format, including subject, recipients, sender controls, and other email delivery options. - [Email Delivery and Security](https://help.sdocs.com/sdocs/template-architecture/template-settings/email-settings-tab/email-delivery-and-security.md): Configure sender behavior, locked email fields, and domain restrictions for secure document delivery. - [Advanced Options Tab](https://help.sdocs.com/sdocs/template-architecture/template-settings/advanced-options-tab.md): Use Advanced Options for template preview, export, and feature-specific integrations. - [Advanced Options Quick Reference](https://help.sdocs.com/sdocs/template-architecture/template-settings/advanced-options-tab/advanced-options-quick-reference.md) - [How to Set Up Template Preview](https://help.sdocs.com/sdocs/template-architecture/template-settings/advanced-options-tab/how-to-set-up-template-preview.md): Use a Salesforce record ID to preview a template with real data before rollout. - [Template Lifecycle Management](https://help.sdocs.com/sdocs/template-architecture/template-settings/advanced-options-tab/template-lifecycle-management.md): Preview, export, import, and maintain templates across development and deployment cycles. - [Insert Images](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs.md) - [Static Image Solutions](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/static-image-solutions.md) - [How to: Remote Site Settings](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/static-image-solutions/how-to-remote-site-settings.md): This page will outline how to create a new Remote Site so that images within a Salesforce Organization can be used externally. - [How to: Add Images as Static Resources](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/static-image-solutions/images-as-static-resources.md): This is a guide to show how to add images as a static resource within Salesforce to then leverage within S-Docs Templates. - [How to: Add Images as Salesforce Documents](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/static-image-solutions/how-to-add-images-as-salesforce-documents.md): This page will walk a user through adding a static image as a document to be used throughout an Org. - [How to: Use Bar Codes & QR Codes](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/static-image-solutions/how-to-use-bar-codes-and-qr-codes.md): This page will walk a user through adding Bar Codes or QR Codes to be leveraged within S-Docs Templates. - [Dynamic Image Solutions](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions.md) - [How to: Images & Related Lists](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions/related-list-examples-that-pull-images-stored-in-files-attachments.md): This page will guide the user through how to pull images from Salesforce Object Records that are stored in the Files or Attachments related lists. - [How to: Place Images in Columns](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions/placing-images-in-columns.md): This page will guide the user through generating a related list and generating images from that related list. - [How to: Resize Images from Fields](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions/resize-images-in-rich-text-field.md): This page will instruct how to resize images in a rich text field. - [How to: Use a CSS Selector](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions/insert-field-image-resize.md): This guide will walk users through how to use CSS and more specifically a CSS Selector to resize an image. - [Images from Files](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions/images-from-files.md) - [Document Formats](https://help.sdocs.com/sdocs/template-architecture/document-formats.md): Choose the right S-Docs output format, then jump to setup, examples, and format-specific guidance. - [PDF Templates](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-templates.md): Choose the right PDF format, see example outputs, copy a starter template, and learn the main PDF rules. - [PDF Rendering Considerations](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-templates/pdf-rendering-considerations.md): Understand the main Salesforce PDF rendering considerations before you build or troubleshoot PDF templates. - [Supported Fonts in PDF Format](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-templates/supported-fonts-in-pdf-format.md) - [Bold and Italics with Unicode Fonts In PDF](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-templates/bold-and-italics-with-unicode-fonts-in-pdf.md): Troubleshoot PDF templates where bold or italic text stops working after Unicode fonts are enabled. - [Upload Existing PDFs](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-upload-format.md): Upload a finished PDF and place Salesforce data on top of it with drag-and-drop fields. - [How To: Upload PDF To S-Docs (Classic Editor)](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-upload-format/pdf-upload-format-how-to-guide.md) - [How to: Upload a PDF as a Template](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-upload-format/how-to-upload-a-pdf-as-a-template.md): PDF-Upload is a template format where users can take an existing PDF Document (S-Docs generated or not) and upload it through the template editor to generate future S-Docs. - [How to: Center Text With PDF-Upload Merge Fields](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-upload-format/centering-text-in-pdf-upload-merge-fields.md): Center text in a PDF-upload merge field by updating the Additional Style value. - [Quick Reference: Named Queries for PDF Upload Templates](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-upload-format/named-queries-for-pdf-upload-templates-reference.md) - [HTML Email Templates](https://help.sdocs.com/sdocs/template-architecture/document-formats/html-email-format.md): Build merged email content in S-Docs when the output should be sent as email, not generated as a file. - [Microsoft Word (DOCX)](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs.md) - [Build and Upload a DOCX Template](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/build-and-upload-a-docx-template.md): Design the document in Microsoft Word, add bracketed S-Docs syntax, upload the .docx file, and generate editable Word output from Salesforce data. - [DOCX Rendering Considerations](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/docx-rendering-considerations.md): Understand the main DOCX rendering considerations before you build or troubleshoot Word-based templates. - [Additional Resources](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources.md) - [DOCX Generation Failure: SpellStart, GramStart, or GramEnd](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources/docx-generation-failure-spellstart.md): Fix DOCX generation failures caused by Microsoft Word spelling and grammar markup inside the uploaded template. - [Use Checkbox Symbols in DOCX Templates](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources/checkboxes-with-docx.md): Replace boolean values with Unicode checkbox characters when you need checkbox-style output in a DOCX template. - [How to Add a Subtotal Row to a DOCX Table](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources/add-a-subtotal-line-to-the-end-of-a-table-in-docx.md): Keep subtotal and total rows attached to a DOCX table so they render as one complete table. - [PowerPoint (PPTX)](https://help.sdocs.com/sdocs/template-architecture/document-formats/pptx-format.md) - [PPTX Rendering Considerations](https://help.sdocs.com/sdocs/template-architecture/document-formats/pptx-format/pptx-rendering-considerations.md): Understand the main PPTX rendering considerations before you build or troubleshoot PowerPoint-based templates. - [Build and Upload a PPTX Template](https://help.sdocs.com/sdocs/template-architecture/document-formats/pptx-format/build-and-upload-a-pptx-template.md): Design slides in Microsoft PowerPoint, add bracketed S-Docs syntax, upload the .pptx file, and generate dynamic presentations from Salesforce data. - [Excel (XLSX)](https://help.sdocs.com/sdocs/template-architecture/document-formats/xlsx-format.md): Choose XLSX when you need spreadsheet-first output, Excel-native formatting, and bracket-based Microsoft template syntax. - [XLSX Rendering Considerations](https://help.sdocs.com/sdocs/template-architecture/document-formats/xlsx-format/xlsx-rendering-considerations.md): Understand the main XLSX rendering considerations before you build or troubleshoot Excel-based templates. - [Build and Upload an XLSX Template](https://help.sdocs.com/sdocs/template-architecture/document-formats/xlsx-format/build-and-upload-an-xlsx-template.md): Design the workbook in Microsoft Excel, add bracketed S-Docs syntax, upload the .xlsx file, and generate dynamic spreadsheet output from Salesforce data. - [Additional Formats](https://help.sdocs.com/sdocs/template-architecture/document-formats/other-formats.md) - [Classic .doc Generation (DOC/DOC-NEW)](https://help.sdocs.com/sdocs/template-architecture/document-formats/other-formats/doc-doc-new-s-docs-1.md): Use legacy DOC and DOC-NEW formats, understand preview behavior, fix common RTF issues, and add page numbers. - [leading zeroes for xls templates](https://help.sdocs.com/sdocs/template-architecture/document-formats/other-formats/leading-zeroes-for-xls-templates.md) - [Insert Data Tables](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists.md): Build dynamic S-Docs data tables with related lists and direct SOQL. Start here for task guides, Microsoft template patterns, and troubleshooting. - [How to: Filter and Sort a Related List](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/how-to-filter-and-sort-a-related-list.md): Use WHERE, ORDER BY, LIMIT, and relationship fields to return only the rows you need. - [How to: Format and Summarize a Related List](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/how-to-format-and-summarize-a-related-list.md): Apply column attributes, conditional output, and aggregate SOQL to make related lists easier to read. - [How to: Create a Table In Microsoft Templates (DOCX, PPTX)](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/how-to-create-a-table-in-microsoft-templates-docx-pptx.md): Build a DOCX related list table by placing a Word table between tableformat tags and mapping each column to a SOQL field. - [Additional Troubleshooting](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting.md) - [Intentional Text Overflow on Related List](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting/intentional-text-overflow-on-related-list.md) - [Conditional Formatting for Color of Cells in a Related List](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting/conditional-formatting-for-color-of-cells-in-a-related-list.md) - [Formatting with GroupbySum](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting/formatting-with-groupbysum.md) - [Single Query/Multi-Column List Output](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting/single-query-multi-column-list-output.md) - [Use lineitemsSOQL for multiple filtered related lists](https://help.sdocs.com/sdocs/advanced-template-logic/related-lists/additional-troubleshooting/related-lists-display-same-values-converting-lineitems-to-lineitemssoql.md): Avoid shared filter behavior when one template contains more than one filtered related list. - [Use Conditional Logic](https://help.sdocs.com/sdocs/advanced-template-logic/conditional-logic.md): Learn how to control template output with RENDER statements. Start with the tutorial, move to task-based guidance, then use the reference pages for syntax and examples. - [Quick Setup: Conditional Logic](https://help.sdocs.com/sdocs/advanced-template-logic/conditional-logic/conditional-logic-how-to.md) - [Quick Setup: Conditional Logic With Microsoft Templates (DOCX, PPTX, XLSX)](https://help.sdocs.com/sdocs/advanced-template-logic/conditional-logic/quick-setup-conditional-logic-with-microsoft-templates-docx-pptx-xlsx.md): Learn how to use RENDER statements in DOCX templates with bracketed Microsoft template syntax. - [Handle Escaped Characters in RENDER Statements](https://help.sdocs.com/sdocs/advanced-template-logic/conditional-logic/handle-escaped-characters-in-render-statements.md) - [Retrieve and Reuse Data](https://help.sdocs.com/sdocs/advanced-template-logic/named-query.md): Use SOQL once, then reuse returned values anywhere in your S-Docs template for calculations, headers, and dynamic content. - [How To: Advanced Data Retrieval with Named Queries](https://help.sdocs.com/sdocs/advanced-template-logic/named-query/how-to-advanced-data-retrieval-with-named-queries.md): Use aggregates, filters, offsets, and grouped results to return exactly the values you need from a named query. - [How To: Chain Named Queries with queryname2](https://help.sdocs.com/sdocs/advanced-template-logic/named-query/guide-for-using-queryname2.md): Use queryname2 when a second named query depends on a value returned by a first named query. - [Format Data with Template Attributes](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes.md): Learn how template attributes format values, related lists, and document layout in S-Docs. Start with the tutorial, jump to task guides, or use the reference for exact syntax. - [Template Attributes (How-to Guides)](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides.md): Task-based guides for common template attribute formatting and layout needs. - [How To: Format Currency Values](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-format-currency-values.md): Learn how to format currency amounts with symbols, separators, decimals, and related list columns. - [How To: Display Dates in Different Formats](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-display-dates-in-different-formats.md): Format Salesforce dates into readable US, long, European, or custom date patterns. - [How To: Format Date and Time Together](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-format-date-and-time-together.md): Show date and time together, including 12-hour, 24-hour, and timezone-aware output. - [How To: Show Checkboxes on Forms](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-show-checkboxes-on-forms.md): Display boolean fields as checkbox or radio images in PDF templates. - [How To: Convert Text to Uppercase or Lowercase](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-convert-text-to-uppercase-or-lowercase.md): Force text into uppercase or lowercase for addresses, emails, and document styling. - [How To: Create Multilingual Documents](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-create-multilingual-documents.md): Output translated values with Translation Workbench, substitute, or toLabel(). - [How To: Replace Values with Different Text](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-replace-values-with-different-text.md): Swap raw values for user-friendly labels with substitute and replaceAll. - [Picklist Values: Replace Semicolon with Comma](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-replace-values-with-different-text/picklist-values-replace-semi-colon-with-comma.md): Replace semicolon-delimited field output with commas in merge fields and related list columns. - [How To: Conditionally Show/Hide Table Columns](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-conditionally-show-hide-table-columns.md): Show or hide related list columns based on record conditions. - [How To: Display Different Values Based on Conditions](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-display-different-values-based-on-conditions.md): Render different cell values based on row-level conditions in lineitemsSOQL. - [How To: Format Line Items Without Tables](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-format-line-items-without-tables.md): Output related list data as text, not tables, using prefixes and postfixes. - [How To: Create Custom Table Layouts](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-create-custom-table-layouts.md): Build custom table structures with merged cells, colspan, and row control. - [How To: Add Custom Headers and Footers to Tables](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-add-custom-headers-and-footers-to-tables.md): Add custom headers, section breaks, and summary rows to related list tables. - [How To: Handle Null or Empty Values](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-handle-null-or-empty-values.md): Show fallback text when fields are null or empty. - [How To: Display Salesforce Encrypted Fields](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-display-salesforce-encrypted-fields.md): Show encrypted Salesforce field values in S-Docs and avoid common query sorting errors. - [How To: Generate Checks and Banking Documents](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-generate-checks-and-banking-documents.md): Use MICR and OCR formatting for checks and banking documents. - [How To: Work with Right-to-Left Languages](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-work-with-right-to-left-languages.md): Format templates for right-to-left languages like Hebrew and Arabic. - [How To: Number Table Rows](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-number-table-rows.md): Add row numbers to related list tables and control the starting index. - [How To: Create Multi-Page Documents with Page Breaks](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-create-multi-page-documents-with-page-breaks.md): Control page breaks and keep content together in multi-page documents. - [How To: Add Email Recipients from Related Lists](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-add-email-recipients-from-related-lists.md): Pull related list email addresses into To, CC, or BCC recipients. - [How To: Split Field Values into Individual Cells](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-split-field-values-into-individual-cells.md): Split field text into fixed-width cells for forms and character boxes. - [How To: Display Long URLs or Text Without Breaking Layout](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-display-long-urls-or-text-without-breaking-layout.md): Wrap long URLs or serial numbers without breaking the layout. - [How To: Work with Rich Text Fields](https://help.sdocs.com/sdocs/advanced-template-logic/template-attributes/template-attributes-how-to-guides/how-to-work-with-rich-text-fields.md): Preserve or strip formatting when working with rich text fields. - [Perform Calculations](https://help.sdocs.com/sdocs/advanced-template-logic/perform-calculations.md) - [Error: Incorrect Format. First Argument in Date Arithmetic Should Be a Date](https://help.sdocs.com/sdocs/advanced-template-logic/perform-calculations/error-incorrect-format.-first-argument-in-date-arithmetic-should-be-a-date.md) - [Math Tags Null Value Error: Ending Position Out of Bounds (22) Stack Invalid Double](https://help.sdocs.com/sdocs/advanced-template-logic/perform-calculations/math-tags-null-value-error-ending-position-out-of-bounds-22-stack-invalid-double.md) - [Build Reusable Templates](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates.md) - [Component Template How-to Article](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article.md) - [Component (DOCX)](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/component-docx.md): Use DOCX component templates in DOCX parent templates. - [PDF-Upload as a Component](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/pdf-upload-as-a-component.md): Merge PDF-Upload templates into supported parent templates. - [Using Component Queries](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/using-component-queries.md): Repeat a component once per record returned by a SOQL query. - [Convert a Component Query to the Optimized Query Model](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/using-component-queries/convert-a-component-query-from-method-1-to-method-2.md) - [Combining Components with Render Logic](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/combining-components-with-render-logic.md): Use conditional logic inside component templates. - [Dynamic Components](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/dynamic-components.md): Choose which component to render at runtime based on Salesforce data. - [Adding Headers & Footers from Components in PDF Templates](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article/adding-headers-footers-from-components-in-pdf-templates.md) - [Setup Translations](https://help.sdocs.com/sdocs/advanced-template-logic/translations.md): Choose the right translation method for the UI, picklist values, field labels, and document content. - [Translating Document Content](https://help.sdocs.com/sdocs/advanced-template-logic/translations/translating-document-content-in-s-docs.md): Translate picklist values, field labels, and related list picklist output with Salesforce Translation Workbench. - [How to: Translate Merge Fields and Field Labels](https://help.sdocs.com/sdocs/advanced-template-logic/translations/translating-document-content-in-s-docs/how-to-translate-merge-fields-and-field-labels.md): Use Translation Workbench to translate picklist merge field output, field labels, and related list values. - [Translating User Interface](https://help.sdocs.com/sdocs/advanced-template-logic/translations/translating-the-s-docs-user-interface-ui.md): Reference for UI translation methods, supported screens, language matching, and troubleshooting. - [Enhanced Template Editor Overview](https://help.sdocs.com/sdocs/enhanced-template-editor/enhanced-template-editor-overview.md): Take a tour of the new enhanced template editor! - [Configuring Settings for Enhanced Templates](https://help.sdocs.com/sdocs/enhanced-template-editor/configuring-settings-for-enhanced-templates.md) - [Supported File Formats for Enhanced Templates](https://help.sdocs.com/sdocs/enhanced-template-editor/supported-file-formats-for-enhanced-templates.md) - [Merge Field Variables](https://help.sdocs.com/sdocs/enhanced-template-editor/merge-field-variables.md): How to insert dynamic merge field data in the enhanced editor experience. - [Inserting Related Lists in the Enhanced Editor](https://help.sdocs.com/sdocs/enhanced-template-editor/inserting-related-lists-in-the-enhanced-editor.md) - [Conditional Logic in the Enhanced Editor](https://help.sdocs.com/sdocs/enhanced-template-editor/conditional-logic-in-the-enhanced-editor.md) - [Advanced Data: Using SOQL to Add Variables](https://help.sdocs.com/sdocs/enhanced-template-editor/advanced-data-using-soql-to-add-variables.md) - [Advanced Data: User Input Variables](https://help.sdocs.com/sdocs/enhanced-template-editor/advanced-data-user-input-variables.md) - [Preview & Publish Templates](https://help.sdocs.com/sdocs/enhanced-template-editor/preview-and-publish-templates.md) - [Configure S-Docs e-Signature and Global Settings](https://help.sdocs.com/sdocs/s-docs-e-signature/configure-s-docs-e-signature-and-global-settings.md) - [Create and Send Signature Requests](https://help.sdocs.com/sdocs/s-docs-e-signature/create-and-send-signature-requests.md): Learn how to prepare a document for e-Signature and send it to your desired recipients. - [E-Signature Inputs](https://help.sdocs.com/sdocs/s-docs-e-signature/e-signature-inputs.md): Exploring the library of inputs and functionality available for S-Docs e-Signature requests. - [Launch E-Signature Requests from a Salesforce Record](https://help.sdocs.com/sdocs/s-docs-e-signature/launch-e-signature-requests-from-a-salesforce-record.md): In addition to ad-hoc e-signature request building, users can also launch the request process though the Generated Documents Lightning Web Component. - [Generate S-Docs on Record Pages](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/workflows.md) - [How To: Refresh Document Data Within the Documents](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/workflows/refresh-document-data-within-the-documents-s-docs-lwc.md) - [How To: Sending Generated Documents via Email](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/workflows/sending-generated-documents-via-email-s-docs-lwc.md) - [How To: Editing Generated Documents](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/workflows/editing-generated-documents-live-edit.md) - [How To: View Document Versions in the Documents LWC](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/workflows/view-document-versions-in-the-documents-lwc.md) - [Lightning Web Security and Content Delivery Network](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/workflows/lightning-web-security-and-content-delivery-network.md): Enable these Salesforce org settings so S-Docs Lightning components load reliably and perform as expected. - [Automate with Flow](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/automate-with-flow.md): Use Salesforce Flow with S-Docs to generate, combine, refresh, email, and edit documents through guided screens or background actions. Invocable Action - [Generate Documents in Batch with Flow](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/automate-with-flow/generate-documents-in-batch-with-flow.md): Generate documents for multiple records and templates from Flow by passing record ID and template ID collections into the batch generation action. - [Combine Generated Documents with Flow](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/automate-with-flow/combine-generated-documents-with-flow.md): Combine previously generated S-Docs in Flow by passing a text collection of SDoc record IDs into the Combine Documents action. - [Pass Screen Flow Inputs into PDFs](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/automate-with-flow/pass-screen-flow-inputs-into-pdfs.md): Collect values in a Screen Flow and pass them into PDF generation with the Generate S-Doc With Input action. - [Open the Email Editor in Screen Flow](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/automate-with-flow/open-the-email-editor-in-screen-flow.md): Open the S-Docs Email Screen component in a Screen Flow and prefill recipients, content, attachments, and locked fields. - [Send Email from Flow](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/automate-with-flow/send-email-from-flow.md): Use the S-Docs Send Email invocable action in Flow with a base record, email template, and SDoc attachments. - [Refresh Generated Documents with Flow](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/automate-with-flow/refresh-generated-documents-with-flow.md): Refresh an existing SDoc from Flow so it pulls the latest Salesforce data and saves the update as a new version. - [Open Generated S-Docs in Live Edit from Screen Flow](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/automate-with-flow/open-generated-s-docs-in-live-edit-from-screen-flow.md): Build a Screen Flow that lets users select a record, choose a generated S-Doc, and open it in Live Edit from an Experience Cloud page. - [Configure Email Delivery](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/configure-email-delivery.md) - [Duplicate Rules: Unable to Create No Contact Record](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/configure-email-delivery/duplicate-rules-unable-to-create-no-contact-record.md) - [Configure Experience Cloud](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/experience-cloud-site-setup-for-community-users-with-s-docs.md) - [Using Salesforce Flows with S-Docs in Experience Cloud](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/experience-cloud-site-setup-for-community-users-with-s-docs/using-salesforce-flows-with-s-docs-in-experience-cloud.md) - [Configure Live Editing](https://help.sdocs.com/sdocs/automation-and-document-lifecycle/live-edit.md): S-Docs Live Edit is a feature that allows documents to be edited after they have been generated. - [Install & Configure](https://help.sdocs.com/sdocs/administration/install-configure.md) - [Installation/Upgrade Errors](https://help.sdocs.com/sdocs/administration/install-configure/installation-upgrade-errors.md) - [Non-Compatible Salesforce Editions](https://help.sdocs.com/sdocs/administration/install-configure/non-compatible-salesforce-editions.md) - [Rebuilding the S-Docs App in an Org](https://help.sdocs.com/sdocs/administration/install-configure/rebuilding-the-s-docs-app-in-an-org.md) - [Standard Objects That Behave Oddly](https://help.sdocs.com/sdocs/administration/install-configure/standard-objects-that-behave-oddly.md) - [Remove SDoc Events Older Than 30 Days](https://help.sdocs.com/sdocs/administration/install-configure/remove-sdoc-events-older-than-30-days.md) - [Post-Install Script Overview](https://help.sdocs.com/sdocs/administration/install-configure/post-install-script-overview.md) - [How To: Configure the S-Docs Usage Metrics LWC on Home Page](https://help.sdocs.com/sdocs/administration/install-configure/configure-the-s-docs-usage-metrics-lwc-on-home-page.md) - [Template Migration](https://help.sdocs.com/sdocs/administration/template-migration.md) - [Fixing Template Errors After Template Migration](https://help.sdocs.com/sdocs/administration/template-migration/fixing-template-errors-after-template-migration.md) - [User Management](https://help.sdocs.com/sdocs/administration/user-management.md) - [Dynamically Assign an S-Docs License to the Current User](https://help.sdocs.com/sdocs/administration/user-management/dynamically-assign-an-s-docs-license-to-the-current-user.md) - [Additional Troubleshooting](https://help.sdocs.com/sdocs/administration/additional-troubleshooting.md) - [When I Open the Template Editor I Receive an Attempt to De-Reference a Null Object Error](https://help.sdocs.com/sdocs/administration/additional-troubleshooting/when-i-open-the-template-editor-i-receive-an-attempt-to-de-reference-a-null-object-error.md) - [Templates Missing After Button Click](https://help.sdocs.com/sdocs/administration/additional-troubleshooting/templates-missing-after-button-click.md) - [S-Docs Installation Error Encryption Key Unavailable](https://help.sdocs.com/sdocs/administration/additional-troubleshooting/s-docs-installation-error-encryption-key-unavailable.md) - [Creating a Sharing Rule for License Key Template](https://help.sdocs.com/sdocs/administration/additional-troubleshooting/creating-a-sharing-rule-for-license-key-template.md) - [Minimum Access User Additional Permissions](https://help.sdocs.com/sdocs/administration/additional-troubleshooting/minimum-access-user-additional-permissions.md) - [Trigger Adds SDocs Permission Set to Newly Created Community Users](https://help.sdocs.com/sdocs/administration/additional-troubleshooting/trigger-adds-sdocs-permission-set-to-newly-created-community-users.md) - [Resaving Templates](https://help.sdocs.com/sdocs/administration/additional-troubleshooting/resaving-templates.md) - [How to Install & Renew Your S-Docs License Key (Legacy)](https://help.sdocs.com/sdocs/administration/additional-troubleshooting/how-to-install-and-renew-your-s-docs-license-key-legacy.md) - [Security](https://help.sdocs.com/sdocs/administration/security.md) - [S-Docs Permission Sets](https://help.sdocs.com/sdocs/administration/security/s-docs-permission-sets.md) - [Considerations When Using System Mode](https://help.sdocs.com/sdocs/administration/security/considerations-when-using-system-mode.md) - [Salesforce Best Practices When using S-Docs](https://help.sdocs.com/sdocs/administration/security/salesforce-best-practices-when-using-s-docs.md): A quick-reference guide to Salesforce access and security best practices. Learn how to manage profiles, permission sets, OWD, MFA, and more. - [Legacy Template Features](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-features.md) - [Runtime Prompts](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-features/runtime-prompts.md) - [Legacy Workflows](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows.md) - [Visualforce: Button Code (Legacy)](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/visualforce-button-code-legacy.md) - [additionalfield with picklist values button code](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/visualforce-button-code-legacy/additionalfield-with-picklist-values-button-code.md) - [s-doc-jobs-legacy](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy.md) - [How to Import Template Export Strings in Apex](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/how-to-import-template-export-strings-in-apex.md) - [S-Doc Job Statuses](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/s-doc-job-statuses.md) - [Managing and Resolving Too Many Queueable Jobs Errors in Salesforce](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/managing-and-resolving-too-many-queueable-jobs-errors-in-salesforce.md) - [Run as User Future Method](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/run-as-user-future-method.md) - [High Assurance with MFA Error](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/high-assurance-with-mfa-error.md) - [Custom Mailing Labels](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/custom-mailing-labels.md) - [S-Docs Jobs Testing](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/s-docs-jobs-testing.md) - [Testing as Another User](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/s-docs-jobs-testing/testing-as-another-user.md) - [S-Docs Jobs Testing](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/s-docs-jobs-testing-1.md) - [Job Splitters](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/job-splitters.md) - [SplitEvery Considerations](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/job-splitters/splitevery-considerations.md) - [Platform Event Testing](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/platform-event-testing.md) - [Add Email Addresses from a Flow](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/s-doc-jobs-legacy/add-email-addresses-from-a-flow.md) - [SDBatch (Legacy)](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/legacy-workflows/sdbatch-legacy.md) - [Additional Troubleshooting](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/additional-troubleshooting.md) - [negative numbers foreign and domestic currency](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/additional-troubleshooting/negative-numbers-foreign-and-domestic-currency.md) - [repeating headers working example](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/additional-troubleshooting/repeating-headers-working-example.md) - [generating different headers on different pages in pdf templates](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/additional-troubleshooting/generating-different-headers-on-different-pages-in-pdf-templates.md) - [dynamic customization for page specific content in s docs](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/additional-troubleshooting/dynamic-customization-for-page-specific-content-in-s-docs.md) - [pre postfix that contains apostrophe](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/additional-troubleshooting/pre-postfix-that-contains-apostrophe.md) - [What Are Special S-Docs Template Records](https://help.sdocs.com/sdocs/maintenance-and-troubleshooting/what-are-special-s-docs-templates-records.md) ## S-Sign - [Customize S-Sign Fields & Inputs](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/customize-s-sign-fields-and-inputs.md): This page will walk users through the S-Sign Fields and describe the different customization setting that are available. - [Define Signer Profile & Routing](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/define-signer-profile-and-routing.md): The following table outlines the Signer Profiles Settings that are available through the template editor and describes them in detail. - [E-Signature Requests: Multiple Signers](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/define-signer-profile-and-routing/e-signature-requests-multiple-signers.md): Sending documents to multiple signers allows you to automate complex signing workflows, such as "Borrower" and "Lender" agreements, by defining specific roles and orders for each recipient. - [Customize Template & Signer Settings](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/customize-template-and-signer-settings.md): This page will provide information on all S-Sign specific settings that are available for S-Sign Enabled Document within the template editor. - [How to: Generate various inputs using Component Templates](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/how-to-generate-various-inputs-using-component-templates.md): This page will guide a user through generating an E-Signature request for input with a various number of records - [Handling Dynamic Signers in S-Sign Enabled Templates](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/handling-dynamic-signers-in-s-sign-enabled-templates.md): This guide explains how to configure S-Sign templates to handle a variable number of signers by leveraging automation to generate profiles and signature fields based on record data. - [How to: Write back to a Salesforce Record using S-Sign Input Fields](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/how-to-write-back-to-a-salesforce-record-using-s-sign-input-fields.md): This page will guide showcase how write back to a Salesforce Record is achievable using S-Sign Fields. - [S-Sign with PDF-Upload](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/s-sign-with-pdf-upload.md): This guide covers the integration of S-Docs PDF-Upload with S-Sign, allowing you to use existing PDF files as templates while overlaying e-signature fields via a drag-and-drop interface. - [How to: Use many S-Sign Enabled PDF-Upload Templates as Components](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/s-sign-with-pdf-upload/how-to-use-many-s-sign-enabled-pdf-upload-templates-as-components.md): This page will help guide a user with configuring PDF-Upload Components to be used in a parent template. - [Configure PDF-Upload Fields as S-Sign Fields](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/s-sign-with-pdf-upload/configure-pdf-upload-fields-as-s-sign-fields.md): This page will walk the user through configuring a standard PDF-Upload Field as a S-Sign Merge Field in order to leverage the Render If Functionality - [How to: Accept User Input to Render Components for E-Signature](https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/how-to-accept-user-input-to-render-components-for-e-signature.md): This page will walk the user through a complex use case showcasing the Flows, Conditional Logic, and E-Signature - [S-Sign: Behind the Scenes Guide](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/s-sign-behind-the-scenes-guide.md): This guide details the automated record creation and tracking that occurs within Salesforce from the moment a signature request is sent until it is finalized. - [Automate E-Signature with Flow Builder](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder.md): This page will walk our S-Docs Users through constructing a screen flow that will allow for Document Generation, Envelope Creation, and Electronic Delivery, a guide to Automate E-Signature requests - [Launch Sign in Person from a Screen Flow](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder/launch-sign-in-person-from-a-screen-flow.md): Use a Screen Flow to generate an envelope, seal it, and display the live signing link for an in-person signing session. - [Send E-Signature Requests from a Record-Triggered Flow](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder/send-e-signature-requests-from-a-record-triggered-flow.md): Use a Record-Triggered Flow to generate, seal, and send an S-Sign request after a record meets defined conditions. - [Send E-Signature Requests from a Schedule-Triggered Flow](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder/send-e-signature-requests-from-a-schedule-triggered-flow.md): Use a Schedule-Triggered Flow to generate, seal, and send S-Sign requests on a recurring schedule. - [Automate E-Signature in Batch](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder/automate-e-signature-in-batch.md): This page will walk the user through setting up a Automated Batch Process for E-Signature solutions. We will accomplish this by setting up 2 Flows, one screen flow and one record-triggered Flow. - [Automate E-Signature Requests via Email](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder/automate-e-signature-requests-via-email.md): Let's dive into configuring a the S-Sign Email Invokable action that allows for your generated document which , prepares and seals an S-Sign envelope, and seamlessly dispatches it via email. - [Customize Automated Actions](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions.md): S-Sign Notification Options - [Template Notification Settings](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/template-notification-settings.md): This page will describe S-Sign Notifications Settings that are available within the S-Docs Template Editor and provide supporting detail on their functionality. - [How To: Reminders and Expirations](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/how-to-reminders-and-expirations.md): Configuration & Use of the New S-Sign Notifications Batch Job (v12.0+) - [Reminder and Expiration Settings](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/reminder-and-expiration-settings.md): This page will describe how to enable S-Sign Notifications within your Org and configure reminders and expirations on a template - [The S-Sign Notifications Job](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/the-s-sign-notifications-job.md): About the optional scheduled Apex job - [Customizing S-Sign Notifications](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/customizing-s-sign-notifications.md): S-Sign provides the flexibility to customize the automated emails sent during various stages of the document signing process. This guide highlights the key features of custom notification templates. - [Manage Signature Requests](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/manage-signature-requests.md) - [Expired Envelopes](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/manage-signature-requests/expired-envelopes.md) - [Voiding Envelopes](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/manage-signature-requests/voiding-envelopes.md) - [Overview: The S-Sign Audit Trail](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/overview-the-s-sign-audit-trail.md): The S-Sign Audit Trail is a comprehensive digital record that archives the when, where, and by whom of an e-signature request. I - [Setup multi-Signer Routing Rules](https://help.sdocs.com/s-sign/advanced-signer-scenarios/setup-multi-signer-routing-rules.md) - [Setup Multi-Document Generation](https://help.sdocs.com/s-sign/advanced-signer-scenarios/setup-multi-document-generation.md) - [Signer Authentication](https://help.sdocs.com/s-sign/advanced-signer-scenarios/signer-authentication.md): S-Sign ensures secure document execution by combining unique access links with customizable identity verification layers. As a 100% native Salesforce app, all authentication data and signing processes - [PIN Verification](https://help.sdocs.com/s-sign/advanced-signer-scenarios/signer-authentication/pin-verification.md): Enable S-Sign templates to require the current active signer to engage the signer experience. - [CAC/PIV Verification](https://help.sdocs.com/s-sign/advanced-signer-scenarios/signer-authentication/cac-piv-verification.md): This guide outlines how to configure CAC (Common Access Card) and PIV (Personal Identity Verification) authentication for S-Sign using Okta as the Identity Provider. This setup provides a high-assuran - [Translations](https://help.sdocs.com/s-sign/advanced-signer-scenarios/translations.md): Translating the S-Sign signer experience ensures that your customers have a seamless experience in their native language when signing documents. - [S-Sign Page Index](https://help.sdocs.com/s-sign/s-sign-page-index.md): Internal index of all pages in this space. ## Developer Hub - [How S-Docs Generates Documents](https://help.sdocs.com/developer-hub/s-docs-system-architecture/how-s-docs-generates-documents.md) - [S-Docs Objects](https://help.sdocs.com/developer-hub/s-docs-system-architecture/s-docs-objects.md) - [S-Docs Entity-Relationship Diagram](https://help.sdocs.com/developer-hub/s-docs-system-architecture/s-docs-entity-relationship-diagram.md) - [How S-Sign Generates Envelopes](https://help.sdocs.com/developer-hub/s-sign-system-architecture/how-s-sign-generates-envelopes.md) - [S-Sign Objects](https://help.sdocs.com/developer-hub/s-sign-system-architecture/s-sign-objects.md) - [S-Sign Entity-Relationship Diagram](https://help.sdocs.com/developer-hub/s-sign-system-architecture/s-sign-entity-relationship-diagram.md) - [S-Sign Licensing (Apex)](https://help.sdocs.com/developer-hub/s-sign-system-architecture/s-sign-licensing-apex.md): Use Apex to read and manage S-Sign seat assignments when licensing is managed inside S-Sign. - [Identifying S-Sign Licensing](https://help.sdocs.com/developer-hub/s-sign-system-architecture/page-4.md): Use Apex to identify whether S-Sign seats are managed in-product or through Salesforce package licensing. - [Flow Reference](https://help.sdocs.com/developer-hub/document-workflows/flow-reference.md): Choose the right S-Docs action in Flow Builder, then use current API details, limits, and best practices for each action. - [S-Docs LWC Reference](https://help.sdocs.com/developer-hub/document-workflows/s-docs-lwc-reference.md): Exact settings, behaviors, dependencies, and limitations for the Generate Documents and Documents Lightning components. - [Generate Documents (S-Docs) Settings](https://help.sdocs.com/developer-hub/document-workflows/s-docs-lwc-reference/generate-documents-s-docs-settings.md): Exact settings and behavior notes for the Generate Documents S-Docs Lightning component. - [Documents (S-Docs) Settings](https://help.sdocs.com/developer-hub/document-workflows/s-docs-lwc-reference/documents-s-docs-settings.md): Exact settings and behavior notes for the Documents S-Docs Lightning component. - [Software Development Kit](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit.md) - [SDK Builder](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/sdk-builder.md): Custom SDK Builder for your Salesforce Objects - [Method Reference](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/document-generation.md) - [Method: generateDocument (Modern)](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/document-generation/method-generatedocument-modern.md) - [Method: generateDocsInBatch](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/document-generation/method-generatedocsinbatch.md) - [Method: generateEmail](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/document-generation/method-generateemail.md) - [Implementation Solves](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/implementation-solves.md) - [Solve: Monitoring Batch Status & Handling Errors](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/implementation-solves/solve-monitoring-batch-status-and-handling-errors.md) - [Automation: Triggering the SDK via Platform Events](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/implementation-solves/automation-triggering-the-sdk-via-platform-events.md) - [Batching & Combining Documents](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/implementation-solves/batching-and-combining-documents.md) - [Guest User & Experience Cloud Configuration](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/implementation-solves/guest-user-and-experience-cloud-configuration.md) - [SDK Code Snippets & Boilerplates](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/sdk-code-snippets-and-boilerplates.md) - [SDK Quick Testing](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/sdk-code-snippets-and-boilerplates/sdk-quick-testing.md) - [SDK Testing](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/sdk-code-snippets-and-boilerplates/sdk-testing.md) - [Batch SDK](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/batch-sdk.md) - [SDK How-to Guide: Batching and Combining Documents](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/batch-sdk/sdk-how-to-guide-batching-and-combining-documents.md) - [Batch SDK Doc Generation Using Batch Apex](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/batch-sdk/batch-sdk-doc-generation-using-batch-apex.md) - [SDK Batch: Too Many Queueable Jobs Added to Queue](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/batch-sdk/sdk-batch-too-many-queueable-jobs-added-to-queue.md) - [Configuring SDK for Authenticated vs. Unauthenticated Users](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/configuring-sdk-for-authenticated-vs.-unauthenticated-users.md) - [SDK LWC Compared to SDJobs](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/sdk-lwc-compared-to-sdjobs.md) - [Reference: Document Actions Framework](https://help.sdocs.com/developer-hub/document-workflows/software-development-kit/reference-document-actions-framework.md) - [Template Settings: Complete Reference](https://help.sdocs.com/developer-hub/template-configuration-and-styling/template-settings-complete-reference.md) - [Template Attribute Reference](https://help.sdocs.com/developer-hub/template-configuration-and-styling/template-attributes-complete-reference.md) - [Related List References](https://help.sdocs.com/developer-hub/template-configuration-and-styling/related-list-references.md): Learn how to build, query, format, and troubleshoot direct SOQL related lists in S-Docs. Start with structure, then move through SOQL, attributes, and examples. - [Related List Structure](https://help.sdocs.com/developer-hub/template-configuration-and-styling/related-list-references/related-list-structure.md) - [Introduction to SOQL](https://help.sdocs.com/developer-hub/template-configuration-and-styling/related-list-references/introduction-to-soql.md) - [Related List Attributes](https://help.sdocs.com/developer-hub/template-configuration-and-styling/related-list-references/related-list-attributes.md) - [Related List Working Examples](https://help.sdocs.com/developer-hub/template-configuration-and-styling/related-list-references/related-list-working-examples.md) - [Related List Structure In Microsoft Templates (DOCX, PPTX, XLSX)](https://help.sdocs.com/developer-hub/template-configuration-and-styling/related-list-references/related-list-structure-docx.md) - [Conditional Logic Reference](https://help.sdocs.com/developer-hub/template-configuration-and-styling/conditional-logic-reference.md): Learn how to build, nest, and troubleshoot S-Docs conditional logic. Start with structure, then move into working examples you can reuse. - [Conditional Logic Structure](https://help.sdocs.com/developer-hub/template-configuration-and-styling/conditional-logic-reference/conditional-logic-structure.md) - [Conditional Logic In Microsoft Templates (DOCX, PPTX, XLSX)](https://help.sdocs.com/developer-hub/template-configuration-and-styling/conditional-logic-reference/conditional-logic-in-microsoft-templates-docx-pptx-xlsx.md): Use the correct square-bracket syntax for RENDER blocks and merge fields in DOCX templates. - [Conditional Logic Working Examples](https://help.sdocs.com/developer-hub/template-configuration-and-styling/conditional-logic-reference/conditional-logic-working-examples.md) - [Named Query Reference](https://help.sdocs.com/developer-hub/template-configuration-and-styling/reference-named-query-syntax.md): Learn the required syntax for named queries in S-Docs. Start with structure, then move to examples, advanced patterns, and SOQL fundamentals when needed. - [Named Query Working Examples](https://help.sdocs.com/developer-hub/template-configuration-and-styling/reference-named-query-syntax/named-query-working-examples.md): Use copy-paste named query examples to display aggregates, target specific rows, and combine filters with offsets. - [Named Query Structure](https://help.sdocs.com/developer-hub/template-configuration-and-styling/reference-named-query-syntax/named-query-structure.md): Learn the required tags, merge field pattern, and format-specific syntax for named queries. - [Named Queries In Microsoft Templates (DOCX, PPTX, XLSX)](https://help.sdocs.com/developer-hub/template-configuration-and-styling/reference-named-query-syntax/named-queries-in-microsoft-templates-docx-pptx-xlsx.md): Use the correct square-bracket syntax for named query blocks and merge fields in DOCX and PPTX templates. - [Component Template Reference Guide](https://help.sdocs.com/developer-hub/template-configuration-and-styling/component-template-reference-guide.md) ## Changelog - [Changelog](https://help.sdocs.com/changelog/readme.md): New updates and improvements --- # Agent Instructions This documentation is published with GitBook. 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