Ctrlk
For the complete documentation index, see llms.txt. This page is also available as Markdown.

How To: Editing Generated Documents

S-Docs allows users to edit generated documents directly within Salesforce using the Live Edit feature. When enabled on a template, Live Edit lets users open a generated document, make changes, and save updates without regenerating the document.

This feature is useful when minor adjustments are required after document generation, such as correcting text, formatting, or updating values.

How Is Live Edit Used in S-Docs?

The Live Edit feature allows users to:

  • Open generated documents directly from Salesforce

  • Make real-time edits to document content

  • Save changes and preview the updated document

  • Maintain a single version of the generated file

Live Edit is available wherever the generated document is stored in Salesforce, including the Documents (S-Docs) Lightning Web Component (LWC).

Enabling Live Edit on a Template

Live Edit must be enabled at the template level.

Steps to Enable Live Edit

1

Navigate to the S-Docs template record

2

Open the Template Editor

3

Go to the Document Options tab

4

Under Attachment & File Options, check Allow Edit

5

Save the template

Once enabled, documents generated from this template will display an Edit (pencil) icon.

Editing a Generated Document

After a document is generated:

1

Locate the document in the Generated Documents LWC

2

Click the drop down arrow next to the document

3

Click the Edit icon

4

The document opens in S-Docs Live Edit view in a new pop window

Within the Live Edit screen, users can:

  • Make content changes and apply formatting using the toolbar

  • Click Save to store changes

  • Click Close to return to Salesforce

Once saved, the edited version is reflected wherever the document is previewed.

Considerations

  • Live Edit applies only to documents generated from templates with Allow Edit enabled

  • Changes are saved directly to the generated document file

  • No regeneration is required after edits are made

Limitations

While Live Edit provides flexibility, the following limitations apply:

  • Supported formats: PDF, PDF-Upload, HTML only

  • Editing cannot be restricted to specific sections of the document

  • For PDF-Upload templates, only merged field data can be edited

PreviousHow To: Sending Generated Documents via EmailNextHow To: View Document Versions in the Documents LWC

Last updated

Was this helpful?