Generate S-Docs on Record Pages
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Lightning Web Components, or LWCs, are Salesforce components you add to Lightning pages.
S-Docs uses LWCs to bring document actions directly onto a record page.
That lets users generate, view, email, refresh, and edit documents without leaving the record.
This section focuses on the two main S-Docs record page components:
Generate Documents (S-Docs)
Documents (S-Docs)
Generated documents are saved as Salesforce Files and linked to the record.
If you are starting from scratch, begin with the Quick Start tutorial.
If your record page is already set up, jump to the task guide you need.
If you need exact component properties, use the LWC reference in the Developer's Hub.
Quick Start Tutorial
Start brand new. Add both S-Docs record page components, configure the core settings, and test the full workflow.
LWC How-To Guides
Use focused task guides for common setup and usage flows.
LWC Reference
Use the Developer's Hub reference for component settings, behavior details, dependencies, and limits.
Use S-Docs LWCs when you want to:
generate documents from a Lightning record page
view generated files on the same record
send generated files by email
refresh a file with current Salesforce data
track versions or open supported files in Live Edit
Use these guides when you already know the task you need to complete:
The S-Docs Usage Metrics component is added to a Lightning Home page, not a record page.
Use How To: Configure the S-Docs Usage Metrics LWC on Home Page when you need usage reporting.
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