# How To: Email Editor In Flow

{% hint style="info" %}
Before you start:

* Use with a **Screen Flow**
* If you lock any of the property values, make sure it is already populated
  {% endhint %}

### Add the email editor to the Flow

{% stepper %}
{% step %}

#### Step 1 — Create or Open Screen Flow

Create or Open an existing **Screen Flow**.
{% endstep %}

{% step %}

#### Step 2 — Add Screen Element

Add a **Screen** element where users should review, edit, and send the email
{% endstep %}

{% step %}

#### Step 3 — Add S-Docs Email Screen

1. From the Components list, search **S-Docs Email Screen**
2. Drag the component onto the screen
   {% endstep %}

{% step %}

#### Step 4 — Configure Properties (Required)

* **API Name:** Fill the unique API name for the component
  {% endstep %}

{% step %}

#### Step 5 — Configure Properties (Optional)

Prefill values for the user. 

* Content Version Ids to Attach: **\[Salesforce File Version ID]**
  * Add a **ContentVersion ID (LatestPublishedVersionId)** to add a static attachment to the email
* S-Doc Ids to Attach: **\[Comma-delimited S-Doc ID]**
  * If document was generated previously in the flow, use the **Generated SDoc ID** here
* Email Body: Use **SDOC\_\_Template\_XML\_\_c** from S-Docs HTML template or pre-created Text Template resource in the flow 
* Email CC Address: Add an email address to CC
  * If the template already contains value, the value added here will override it
* Email From Org Wide Id: Add to send the email from the one of the organization-wide email addresses
* Email Subject: Subject for the email
  * If the template already contains value, the value added here will override it
* Email Template: **\[HTML Template ID]** 
* Modal Title: Title to display on the screen
* Record Id: **\[Base Record ID]**
  {% endstep %}

{% step %}

#### Step 6 — Lock Fields When Needed

Use the global constants (boolean: True/False) to lock properties when users should not edit specific values:

* Lock Email Body
* Lock CC Address
* Lock From Address
* Lock Email Subject
* Lock Email To Address
  {% endstep %}

{% step %}

#### Step 7 — Send Email

When the flow is debugged or activated, clicking Next or Finish on the screen component sends the email automatically; no additional flow element is required.
{% endstep %}

{% step %}

#### Step 8 — Save, Activate, and Test

Run the flow and confirm the email editor opens with the expected values, attachments, and field restrictions.
{% endstep %}
{% endstepper %}

### Related setup

Use these pages if you need the surrounding setup:

* [Using Salesforce Flows with S-Docs in Experience Cloud](/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)
* [How To: Sending Generated Documents via Email](/sdocs/automation-and-document-lifecycle/workflows/sending-generated-documents-via-email-s-docs-lwc.md)


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