Enhanced Template Editor Overview

Take a tour of the new enhanced template editor!

The S-Docs Enhanced Template Editor provides a true WYSIWYG experience designed for process optimization and operational workflow efficiency. This interface displays an exact document view with visible page boundaries, allowing you to simplify and automate processes directly within your Salesforce org. By utilizing these declarative design features, your organization can increase productivity and remove friction in day-to-day processes.

Interface & Styling Tools

The workspace includes a basic styling ribbon that provides standard formatting capabilities found in traditional document editing software. This ribbon includes the following tools:

• Core editing commands such as the Undoand Redo buttons.
• Standard text adjustments including bold , italic, underline, strikethrough, subscript, and superscriptoptions.
• Color customization options for both font color and background color .
• Paragraph layout adjustments for font size and text alignment — including left, right, center, and justified options.
• List structures such as unordered lists , ordered lists , and text indentation controls.
• Custom configuration tools to insert images, related lists, and conditional logic directly into the template body.

Variables Panel

Incorporate dynamic merge field data into your document by using the Variables panel — also referred to as the Merge field panel. This panel automatically displays the standard and custom fields configured for your specific Salesforce base object, such as an Opportunity or Account. When an end user generates a document, S-Docs automatically replaces these placeholders with live values from the target generation record.

To quickly navigate your dynamic data options, the panel includes several filtering and navigation tools:

• Field type filters: You can sort fields using four distinct tabs, which isolate text , number , Boolean/checkbox , or date fields. By default, you can view all available fields simultaneously.
• Search functionality: Use the Search field to enter a specific term — such as "contact" — to instantly filter the list down to only relevant field values.
• Special merge fields: This default section contains system-driven runtime variables that populate during document generation, capturing real-time details like the running user and the operational timestamp.
• Advanced variables: Incorporate advanced data into S-Docs templates by configuring SOQL queries or real-time User Inputs that expand further and deeper into data flexibility.

Explore the links below for more detailed information on Advanced Data variable configuration:

Advanced Data: Using SOQL to Add Variables

Advanced Data: User Input Variables

Headers & Footers

S-Docs makes it easy to customize your document templates with consistent headers and footers. You can quickly add, edit, and update these sections directly within the enhanced template workspace.

To add or modify a header or footer, follow these steps:

1. Navigate to the template body workspace inside the Enhanced Editor.
2. Hover your cursor over the top margin (to create a header) or the bottom margin (to create a footer) of the template.
3. Double-click the margin area to activate edit mode for that specific section.
4. Enter your desired text, layout, and content.
5. Click anywhere inside the main template body to deactivate edit mode.

The header and footer sections will retain the information entered, automatically applying it whenever the document is generated.

General Navigation & Template Management

The editor header provides essential tracking details and control options to streamline your template configuration workflow:

• Template tracking: The top header displays the template name, file type, and the active template status — which tracks whether the file is Draft, Published, or contains Unpublished Changes.
• Data source relationship: A navigation breadcrumb located directly below the template title identifies the specific base Salesforce database object, such as an Opportunity or Account.
• Template activation: Activating a template requires an explicit step. You must click the Publish button to make the template available for general document generation.
• Live previewing: Use the new preview functionality to designate a specific testing record and click the Preview button. This opens a live data rendering window, which is covered in detail in a separate reference guide.