Configure Live Editing

S-Docs Live Edit is a feature that allows documents to be edited after they have been generated.

Mindful Limitations Prior to Development

• Supported file types only include PDF, PDF-Upload, and HTML
• PDF-Upload documents can only have merge field data edited
• If a template is Live Edit enabled, users will have access to edit the entire document (sections can not be restricted)

Enabling Live Edit for S-Docs Templates

Live Edit can be enabled when creating a new S-Docs Template or from within the Template Editor under Document Options:

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How to Enable Live Editing

If your users frequently need to make minor, highly specific adjustments to a document (like tweaking a price on a quote or adding a unique client note), you can enable Live Edit. This provides them with a browser-based editor immediately after the document generates.

Configuration Steps

1. Navigate to the Document Options tab.
2. Under "Attachment & File Options," check Allow Edit.
3. (Optional) Check Create new Salesforce Attachment with each edit if you want to preserve a version history. If left unchecked, the user's edits will simply overwrite the existing document.
4. (Optional) Check Allow naming of new Salesforce Attachment with each edit so users can logically name their revised files (e.g., "Quote_v2"). Note: This requires the previous checkbox to also be enabled.
5. Click Save.

Utilizing the Live Edit Feature

When generating a document, Live Edit is identifiable on templates that display the pencil icon under the Edit column

Looking for editing with Lightning Web Components?

How To: Editing Generated Documents

Use Live Edit from the Documents component after a file is generated.

How To: Editing Generated Documents

How To: Live Edit with Flows

Launch Live Edit from a Flow when users need a guided experience.

After generation, users can access the Edit Document Screen by selecting the Edit Pencil Icon

Here the user can alter the Document Body and engage in three distinctive actions

1. Save: Save any edits that have been made post generation
2. Preview Last Save: Generates a preview of the last saved version of the document
3. Revert Last Save: Restores the most previously saved version of the document, erasing any current edits to the Document Body

Whitelisting Profiles

All users with active S-Docs Licenses are able to edit documents if Live Edit is enabled by default. To limit users who are able to access this feature, it must first be disabled by all users. Once disabled, specified users can be whitelisted to utilize the feature.

1. Navigate to App Launcher
2. Navigate to S-Docs Setup
3. Within the section titled Other Settings include Profiles that should have access to the feature:
4. Click Update Settings to save the whitelisted profiles

Version Control Strategies

Depending on your compliance needs, you can combine these settings to create different editing workflows:

Strategy	Required Settings	Result
Full Audit Trail	Check Allow Edit AND Create new attachment	Each time the user saves an edit, a new file version is created separately.
Working Drafts	Check Allow Edit ONLY	The single document is updated in place. There is no version history or way to recover previous content.
Strict Compliance	Leave Allow Edit unchecked	No editing is allowed. The generated document is the final, locked version.

Limitations & Best Practices

Live Editing is incredibly powerful, but it is not intended for heavy structural changes.

• Editable Elements: Text content, fonts, colors, basic lists, and simple tables.
• Not Easily Editable: Complex tables with merged cells, precise pixel-perfect layouts, page breaks, and images.
• Best Practice: Always test the Live Edit experience with your specific template before rolling it out to users. If a template has strict legal formatting or complex data tables, it is usually safer to use Runtime Prompts instead.