How to: Use Bar Codes & QR Codes

This page will walk a user through adding Bar Codes or QR Codes to be leveraged within S-Docs Templates.

S-Docs does not offer the capability to generate QR Codes or Bar Codes. S-Docs is capable of including Bar Codes and QR Codes within S-Docs Templates, and therefore within a Generated Document.

Prerequisites:

Before proceeding through this article, the user should have a working knowledge of:

• How to store an Image in a Rich Text Field
• How to format an HTML image tag

Option 1: Store the Image in a Rich Text Field

1. Store the image in a Rich Text Field within a Salesforce Record
2. In the Template Editor, Select Insert Field, Select the Rich Text Field, Select Insert

   

Ensure 3 Curly Braces {{{!Object.fieldName}}} to correctly pull in Rich Text Data such as images or HTML Elements. The Insert Field Option will do this automatically if you enable This field value contains HTML, Rich Text, or Images

Option 2: Inserting Markup into Plain Text Field

1. Insert the image using HTML Entities directly into a TextArea field

   
2. Insert the field in the template as we did in Option 1