# Configure Email Sending On Your Record Page

## What You'll Learn

* Connect an HTML email template to **Documents (S-Docs)**
* Preload email content when users send generated files
* Enable automatic email open after document generation
* Test the full record-page email workflow
* Troubleshoot missing templates and blank email defaults

## What You'll Build

In this tutorial, you will configure an `Opportunity` record page so users can send generated documents with a predefined email template.

By the end, you will have:

* One **Documents (S-Docs)** component tied to an HTML email template
* Optional automatic email open after generation
* A tested send-by-email workflow from the record page
* One repeatable admin setup for end users

**Estimated time:** 10 minutes

## Prerequisites

Before you start, make sure you have:

* Access to a Lightning record page that already includes **Documents (S-Docs)**
* Permission to edit Lightning record pages
* One active S-Docs HTML email template for the same base object, such as `Opportunity`
* One test record for that object
* Basic familiarity with the **Documents (S-Docs)** component
* Complete [Configure Document Generation On Your Record Page](/quick-start/document-generation/add-s-docs-lightning-components-to-a-record-page.md)
* Complete [Create Your First Email Template](/quick-start/template-building/create-your-first-email-template.md)

{% stepper %}
{% step %}

### Step 1: Open the record page in Lightning App Builder

Start on a real record for the object that uses your S-Docs setup.

For this example, use an `Opportunity`.

1. Open Salesforce.
2. Go to **Opportunities**.
3. Open one test opportunity.
4. Click the **Gear** icon.
5. Click **Edit Page**.

This opens **Lightning App Builder** for the current record page.
{% endstep %}

{% step %}

### Step 2: Select the Documents component

Now open the settings for the component that holds generated files.

1. In the page canvas, click **Documents (S-Docs)**.
2. Go to the properties panel on the right.
3. Confirm you selected the document-list component, not **Generate Documents (S-Docs)**.

You are now in the correct place to control email behavior for generated files.
{% endstep %}

{% step %}

### Step 3: Set the email template

Choose the S-Docs email template that should load when users send a document.

1. In the component properties, find **Email Template** or **Email Template Name**.
2. Enter the exact template name, or select it if a list appears.
3. Confirm the template is built for the same object as the page, such as `Opportunity`.

{% hint style="info" %}
Each **Documents (S-Docs)** component can use one email template at a time.
{% endhint %}

{% hint style="warning" %}
The selected template must use the `HTML` format. PDF templates do not load as email body templates.
{% endhint %}

What you just did:

* Connected one reusable email template to the component
* Set the default body content for the send workflow
* Matched the component to one object-specific template
  {% endstep %}

{% step %}

### Step 4: Turn on automatic email open if needed

Use this option when users usually email the document right after generation.

1. Stay in the **Documents (S-Docs)** properties panel.
2. Find **Automatically Open Email Editor**.
3. Enable the checkbox if you want the email editor to open right after generation.

Leave this off if users usually review the file before sending.

What you just did:

* Chose whether email starts automatically
* Reduced one click for high-volume send workflows
* Kept the record-page flow aligned with your team's process
  {% endstep %}

{% step %}

### Step 5: Save and activate the page

Save the component changes before testing.

1. Click **Save**.
2. Click **Activate** if Salesforce prompts you.
3. Confirm the page assignment if you manage app, record type, or profile assignments.
4. Return to the test record.

The updated page is now ready for a live test.
{% endstep %}

{% step %}

### Step 6: Generate a test document

Create one fresh document before you test the email workflow.

1. Find **Generate Documents (S-Docs)** on the same record page.
2. Generate one document from a test template.
3. Wait for the document to appear in **Documents (S-Docs)**.

{% hint style="info" %}
If the document does not appear right away, refresh the record page once.
{% endhint %}

This gives you a current file to use in the email test.
{% endstep %}

{% step %}

### Step 7: Open the email workflow and verify the result

Now confirm the component loads the expected template.

If **Automatically Open Email Editor** is enabled, the email editor may already be open.

If it is not open:

1. Find the generated document in **Documents (S-Docs)**.
2. Select the document if needed.
3. Click **Send** or **Email**.

Then verify these results:

* The email editor opens
* The expected HTML email template loads
* The subject and body match the template
* The generated document is attached
* The **To** field is populated if the template provides a value

What you just did:

* Confirmed the component-level email setup works
* Verified the user sees the expected email content
* Finished one complete record-page send test
  {% endstep %}
  {% endstepper %}

## Common Issues and Solutions

<details>

<summary>The email template does not load</summary>

Check these items:

* The component uses the correct template name
* The selected template uses the `HTML` format
* The template **Related To Type** matches the component object
* The page was saved and activated after the change

</details>

<details>

<summary>The email editor opens, but the recipient is blank</summary>

Check these items:

* The email template has a valid **To** value configured
* The source record contains data in the email field used by the template
* The merge field path in the template points to a real field on the current record or related record

If you still need to configure the template, use [Create Your First Email Template](/quick-start/template-building/create-your-first-email-template.md).

</details>

<details>

<summary>Automatically Open Email Editor does not trigger</summary>

Check these items:

* **Automatically Open Email Editor** is enabled on **Documents (S-Docs)**
* The document was newly generated from the same record page
* The page was saved after the setting changed
* Both S-Docs components are on the same active record page

</details>

<details>

<summary>The wrong email template appears</summary>

Check these items:

* You edited the correct **Documents (S-Docs)** component in App Builder
* The page does not include a second document-list component with a different template
* The template name entered in the property matches the intended record exactly

</details>

<details>

<summary>The send action is missing or unavailable</summary>

Check these items:

* A generated document exists in **Documents (S-Docs)**
* The user has permission to send email from Salesforce
* The page includes the full S-Docs record-page setup

If the record page still needs setup, use [Configure Document Generation On Your Record Page](/quick-start/document-generation/add-s-docs-lightning-components-to-a-record-page.md).

</details>

## What You've Learned

✅ Connected an HTML email template to **Documents (S-Docs)**\
✅ Enabled optional automatic email open after generation\
✅ Tested the email workflow from a Lightning record page\
✅ Verified template content and attachment behavior\
✅ Learned the most common fixes for record-page email setup

## Next Steps

* Use [Create Your First Email Template](/quick-start/template-building/create-your-first-email-template.md) to build the HTML template that loads in the email editor.
* Use [Configure Template Settings: Email](/quick-start/template-building/customize-template-settings-email.md) to control subjects, recipients, sender options, and restrictions.
* Use [Generate and Email Your Document](/quick-start/getting-started/generate-and-email-your-document.md) to test the end-user workflow from the record page.
* Use [Configure Document Generation On Your Record Page](/quick-start/document-generation/add-s-docs-lightning-components-to-a-record-page.md) if you still need the full component setup.

## Practice Exercise

Configure one test record page so users can send a generated quote with a predefined email template.

1. Open one test `Opportunity` record page in **Lightning App Builder**.
2. Set an HTML email template on **Documents (S-Docs)**.
3. Enable **Automatically Open Email Editor**.
4. Save the page and generate one document.
5. Confirm the email editor opens with the expected template and attachment.

Bonus challenges:

* Test the same setup with automatic email open turned off
* Update the email template subject and verify the new value loads
* Add this setup to another object's record page


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