Component Template How-to Article

1

Create a new S-Docs template

2

Set Template Format to Component

If Component does not appear in the Template Format picklist, you can manually add it:

Setup → Object Manager → SDoc Template → Fields & Relationships → Template Format → Values

3

Build the component like a normal S-Docs template

Important limitations:

• No Header/Footer tab
• No Page Settings
• No Email or Output configuration (All of these are controlled by the parent template)

Looking to start new?

Start with the Component Templates Tutorial.

How to Include a Component in a Parent Template

Using the Insert Field Tool within the template editor

1. Open your parent template
2. Place your cursor where the component should appear
3. Click Insert Field
4. Go to the Other Templates tab
5. Select your component and click Insert

This method works best when the component and parent share the same base object.

Using Merge Field Syntax Directly

PDF-based templates:

{{{{!My Component Template}}}}

DOCX templates:

[{{{{!My Component Template}}}}]

More component topics

Component (DOCX)

Use DOCX component templates in DOCX parent templates.

Component (DOCX)

PDF-Upload as a Component

Merge PDF-Upload templates into supported parent templates.

Combining Components with Render Logic

Using Component Queries

Repeat a component once per record returned by a SOQL query.

Using Component Queries

Combining Components with Render Logic

Use conditional logic inside component templates.

PDF-Upload as a Component

Dynamic Components

Choose which component to render at runtime based on Salesforce data.

Dynamic Components