> For the complete documentation index, see [llms.txt](https://help.sdocs.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sdocs.com/sdocs/automation-and-document-lifecycle.md). # Automation & Document Lifecycle - [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/how-to-email-editor-in-flow-updated.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/how-to-email-generation-updated.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/how-to-document-refresh-updated.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/how-to-live-edit-with-flows-updated.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. --- # Agent Instructions This documentation is published with GitBook. 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