> For the complete documentation index, see [llms.txt](https://help.sdocs.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sdocs.com/sdocs/template-architecture.md). # Template Architecture - [Inserting Merge Fields](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields.md): Learn how merge fields work in S-Docs, then choose the right guide for Template Editor, Microsoft templates, or focused troubleshooting. - [Special Merge Fields](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/special-merge-fields.md): Use special merge fields to pull document metadata, record IDs, page numbers, and generating user details into an S-Docs template. - [Merge Fields With Template Editor](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/merge-fields-with-template-editor.md): Learn what merge fields are, how to add them to a template, and which attributes are most useful day to day. - [Merge Fields With Microsoft Templates (DOCX, PPTX, XLSX)](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/merge-fields-with-microsoft-templates-docx-pptx-xlsx.md): Learn how to add merge fields to DOCX templates and use the square-bracket syntax required in Microsoft Word files. - [Additional Resources](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/additional-resources.md) - [Mailing Address Fields](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/additional-resources/special-salesforce-mailing-address-fields.md) - [Quickly Traverse Five Levels](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/additional-resources/quickly-traverse-five-levels.md) - [Rich Text Field Formatting Considerations](https://help.sdocs.com/sdocs/template-architecture/inserting-merge-fields/additional-resources/concerns-with-using-rich-text-field-formatting.md): Clean up extra spacing from rich text fields and control paragraph tags in merge fields and related lists. - [Style Templates](https://help.sdocs.com/sdocs/template-architecture/template-authoring.md): Learn how styling works in the S-Docs Template Editor, where to apply CSS, and which guides to use for common design tasks. - [Related List Tables and CSS](https://help.sdocs.com/sdocs/template-architecture/template-authoring/related-list-tables-and-css.md) - [S-Docs Template Development Best Practices](https://help.sdocs.com/sdocs/template-architecture/template-authoring/s-docs-template-development-best-practices.md) - [Adding a Background Image or Watermark](https://help.sdocs.com/sdocs/template-architecture/template-authoring/how-to-add-a-background-image-or-watermark.md) - [CSS Styling with Merge Fields](https://help.sdocs.com/sdocs/template-architecture/template-authoring/css-styling-with-merge-fields.md) - [Table Formatting: How-To Guide](https://help.sdocs.com/sdocs/template-architecture/template-authoring/table-formatting-how-to-guide.md) - [Configure Template Settings](https://help.sdocs.com/sdocs/template-architecture/template-settings.md) - [Header And Footer Tabs](https://help.sdocs.com/sdocs/template-architecture/template-settings/header-and-footer-tabs.md): Use the Header and Footer tabs to add repeating content above and below the document body, including first-page-only and remaining-page layouts. - [Multiple Pages with Different Page Margins](https://help.sdocs.com/sdocs/template-architecture/template-settings/header-and-footer-tabs/multiple-pages-with-different-page-margins.md): Use page-specific CSS and \`pagebody\` tags to apply different margins or orientation within one PDF template. - [Page Settings Tab](https://help.sdocs.com/sdocs/template-architecture/template-settings/page-settings-tab.md): Use Page Settings to control page size, orientation, margins, and measurement units in the Template Editor. - [Page Settings Quick Reference](https://help.sdocs.com/sdocs/template-architecture/template-settings/page-settings-tab/page-settings-quick-reference.md) - [How to Configure Custom Page Sizes](https://help.sdocs.com/sdocs/template-architecture/template-settings/page-settings-tab/how-to-configure-custom-page-sizes.md): Configure custom page dimensions, units, and margins for labels, cards, letterhead, and international paper sizes. - [Document Options Tab](https://help.sdocs.com/sdocs/template-architecture/template-settings/document-options-tab.md): Use Document Options to control output names, storage, edit behavior, and general generation settings. - [Document Options Quick Reference](https://help.sdocs.com/sdocs/template-architecture/template-settings/document-options-tab/document-options-quick-reference-tables.md): Scan Document Options settings in table format, including file naming, storage, edit behavior, and general generation options. - [How to Handle International Characters](https://help.sdocs.com/sdocs/template-architecture/template-settings/document-options-tab/how-to-handle-international-characters.md): Enable Unicode support and choose the right enforcement level and fonts for international characters. - [How to Create Dynamic File Names](https://help.sdocs.com/sdocs/template-architecture/template-settings/document-options-tab/how-to-create-dynamic-file-names.md): Use merge fields in Output File Format to generate clear, searchable file names automatically. - [How to Auto-Attach Documents to Records](https://help.sdocs.com/sdocs/template-architecture/template-settings/document-options-tab/how-to-auto-attach-documents-to-records.md): Save generated documents to Salesforce Files or Attachments automatically. - [Email Settings Tab](https://help.sdocs.com/sdocs/template-architecture/template-settings/email-settings-tab.md): Use Email Settings to control email subject, recipients, sender behavior, and outbound email restrictions. - [Email Settings Quick Reference](https://help.sdocs.com/sdocs/template-architecture/template-settings/email-settings-tab/email-settings-quick-reference-tables.md): Scan Email Settings in table format, including subject, recipients, sender controls, and other email delivery options. - [Email Delivery and Security](https://help.sdocs.com/sdocs/template-architecture/template-settings/email-settings-tab/email-delivery-and-security.md): Configure sender behavior, locked email fields, and domain restrictions for secure document delivery. - [Advanced Options Tab](https://help.sdocs.com/sdocs/template-architecture/template-settings/advanced-options-tab.md): Use Advanced Options for template preview, export, and feature-specific integrations. - [Advanced Options Quick Reference](https://help.sdocs.com/sdocs/template-architecture/template-settings/advanced-options-tab/advanced-options-quick-reference.md) - [How to Set Up Template Preview](https://help.sdocs.com/sdocs/template-architecture/template-settings/advanced-options-tab/how-to-set-up-template-preview.md): Use a Salesforce record ID to preview a template with real data before rollout. - [Template Lifecycle Management](https://help.sdocs.com/sdocs/template-architecture/template-settings/advanced-options-tab/template-lifecycle-management.md): Preview, export, import, and maintain templates across development and deployment cycles. - [Insert Images](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs.md) - [Static Image Solutions](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/static-image-solutions.md) - [How to: Remote Site Settings](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/static-image-solutions/how-to-remote-site-settings.md): This page will outline how to create a new Remote Site so that images within a Salesforce Organization can be used externally. - [How to: Add Images as Static Resources](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/static-image-solutions/images-as-static-resources.md): This is a guide to show how to add images as a static resource within Salesforce to then leverage within S-Docs Templates. - [How to: Add Images as Salesforce Documents](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/static-image-solutions/how-to-add-images-as-salesforce-documents.md): This page will walk a user through adding a static image as a document to be used throughout an Org. - [How to: Use Bar Codes & QR Codes](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/static-image-solutions/how-to-use-bar-codes-and-qr-codes.md): This page will walk a user through adding Bar Codes or QR Codes to be leveraged within S-Docs Templates. - [Dynamic Image Solutions](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions.md) - [How to: Images & Related Lists](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions/related-list-examples-that-pull-images-stored-in-files-attachments.md): This page will guide the user through how to pull images from Salesforce Object Records that are stored in the Files or Attachments related lists. - [How to: Place Images in Columns](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions/placing-images-in-columns.md): This page will guide the user through generating a related list and generating images from that related list. - [How to: Resize Images from Fields](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions/resize-images-in-rich-text-field.md): This page will instruct how to resize images in a rich text field. - [How to: Use a CSS Selector](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions/insert-field-image-resize.md): This guide will walk users through how to use CSS and more specifically a CSS Selector to resize an image. - [Images from Files](https://help.sdocs.com/sdocs/template-architecture/images-in-s-docs/dynamic-image-solutions/images-from-files.md) - [Document Formats](https://help.sdocs.com/sdocs/template-architecture/document-formats.md): Choose the right S-Docs output format, then jump to setup, examples, and format-specific guidance. - [PDF Templates](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-templates.md): Choose the right PDF format, see example outputs, copy a starter template, and learn the main PDF rules. - [PDF Rendering Considerations](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-templates/pdf-rendering-considerations.md): Understand the main Salesforce PDF rendering considerations before you build or troubleshoot PDF templates. - [Supported Fonts in PDF Format](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-templates/supported-fonts-in-pdf-format.md) - [Bold and Italics with Unicode Fonts In PDF](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-templates/bold-and-italics-with-unicode-fonts-in-pdf.md): Troubleshoot PDF templates where bold or italic text stops working after Unicode fonts are enabled. - [Upload Existing PDFs](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-upload-format.md): Upload a finished PDF and place Salesforce data on top of it with drag-and-drop fields. - [How To: Upload PDF To S-Docs (Classic Editor)](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-upload-format/pdf-upload-format-how-to-guide.md) - [How to: Upload a PDF as a Template](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-upload-format/how-to-upload-a-pdf-as-a-template-draft.md): PDF-Upload is a template format where users can take an existing PDF Document (S-Docs generated or not) and upload it through the template editor to generate future S-Docs. - [How to: Center Text With PDF-Upload Merge Fields](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-upload-format/centering-text-in-pdf-upload-merge-fields.md): Center text in a PDF-upload merge field by updating the Additional Style value. - [Quick Reference: Named Queries for PDF Upload Templates](https://help.sdocs.com/sdocs/template-architecture/document-formats/pdf-upload-format/named-queries-for-pdf-upload-templates-reference.md) - [HTML Email Templates](https://help.sdocs.com/sdocs/template-architecture/document-formats/html-email-format.md): Build merged email content in S-Docs when the output should be sent as email, not generated as a file. - [Microsoft Word (DOCX)](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs.md) - [Build and Upload a DOCX Template](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/build-and-upload-a-docx-template.md): Design the document in Microsoft Word, add bracketed S-Docs syntax, upload the .docx file, and generate editable Word output from Salesforce data. - [DOCX Rendering Considerations](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/docx-rendering-considerations.md): Understand the main DOCX rendering considerations before you build or troubleshoot Word-based templates. - [Additional Resources](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources.md) - [DOCX Generation Failure: SpellStart, GramStart, or GramEnd](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources/docx-generation-failure-spellstart.md): Fix DOCX generation failures caused by Microsoft Word spelling and grammar markup inside the uploaded template. - [Use Checkbox Symbols in DOCX Templates](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources/checkboxes-with-docx.md): Replace boolean values with Unicode checkbox characters when you need checkbox-style output in a DOCX template. - [How to Add a Subtotal Row to a DOCX Table](https://help.sdocs.com/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources/add-a-subtotal-line-to-the-end-of-a-table-in-docx.md): Keep subtotal and total rows attached to a DOCX table so they render as one complete table. - [PowerPoint (PPTX)](https://help.sdocs.com/sdocs/template-architecture/document-formats/pptx-format.md) - [PPTX Rendering Considerations](https://help.sdocs.com/sdocs/template-architecture/document-formats/pptx-format/pptx-rendering-considerations.md): Understand the main PPTX rendering considerations before you build or troubleshoot PowerPoint-based templates. - [Build and Upload a PPTX Template](https://help.sdocs.com/sdocs/template-architecture/document-formats/pptx-format/build-and-upload-a-pptx-template.md): Design slides in Microsoft PowerPoint, add bracketed S-Docs syntax, upload the .pptx file, and generate dynamic presentations from Salesforce data. - [Excel (XLSX)](https://help.sdocs.com/sdocs/template-architecture/document-formats/xlsx-format.md): Choose XLSX when you need spreadsheet-first output, Excel-native formatting, and bracket-based Microsoft template syntax. - [XLSX Rendering Considerations](https://help.sdocs.com/sdocs/template-architecture/document-formats/xlsx-format/xlsx-rendering-considerations.md): Understand the main XLSX rendering considerations before you build or troubleshoot Excel-based templates. - [Build and Upload an XLSX Template](https://help.sdocs.com/sdocs/template-architecture/document-formats/xlsx-format/build-and-upload-an-xlsx-template.md): Design the workbook in Microsoft Excel, add bracketed S-Docs syntax, upload the .xlsx file, and generate dynamic spreadsheet output from Salesforce data. - [Additional Formats](https://help.sdocs.com/sdocs/template-architecture/document-formats/other-formats.md) - [Classic .doc Generation (DOC/DOC-NEW)](https://help.sdocs.com/sdocs/template-architecture/document-formats/other-formats/doc-doc-new-s-docs-1.md): Use legacy DOC and DOC-NEW formats, understand preview behavior, fix common RTF issues, and add page numbers. - [leading zeroes for xls templates](https://help.sdocs.com/sdocs/template-architecture/document-formats/other-formats/leading-zeroes-for-xls-templates.md) --- # Agent Instructions This documentation is published with GitBook. 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