How To: Add Email Recipients from Related Lists

Pull related list email addresses into To, CC, or BCC recipients.

Use addToEmail when a template should populate recipients automatically from queried records.

Problem

You want to automatically add email addresses from a related list as document recipients.

Solution

Add Contacts as primary recipients:

<!--{{!
<lineitemsSOQL>
<class>none</class>
<soql>SELECT Email FROM Contact WHERE AccountId = '{{!Account.Id}}' AND Email != null</soql>
<column addToEmail="To">Email</column>
</lineitemsSOQL>
}}-->

Add Account Team members as CC:

<!--{{!
<lineitemsSOQL>
<class>none</class>
<soql>SELECT User.Email FROM AccountTeamMember WHERE AccountId = '{{!Account.Id}}'</soql>
<column addToEmail="CC">User.Email</column>
</lineitemsSOQL>
}}-->

Add Created By users as BCC:

<!--{{!
<lineitemsSOQL>
<class>none</class>
<soql>SELECT CreatedBy.Email FROM Opportunity WHERE AccountId = '{{!Account.Id}}'</soql>
<column addToEmail="BCC">CreatedBy.Email</column>
</lineitemsSOQL>
}}-->

Important Notes

• You must also add addToEmail as an Apex parameter to your S-Docs button URL.
• Only non-null email addresses are included.
• <class>none</class> prevents the email list from rendering in the document.
• This works with any object that has email fields.

Complete Example

Button URL parameter:

&addToEmail=true

Template code:

<!--{{!
<lineitemsSOQL>
<class>none</class>
<soql>SELECT Email FROM Contact WHERE AccountId = '{{!Account.Id}}' AND Email != null AND MailingList__c = true</soql>
<column addToEmail="To">Email</column>
</lineitemsSOQL>
}}-->

Tips

• Filter aggressively so only intended recipients are added.
• Combine with other SOQL filters for tighter control.
• Test with a small group first.
• Do not forget the button parameter.