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How to: Add Images as Static Resources

This is a guide to show how to add images as a static resource within Salesforce to then leverage within S-Docs Templates.

Instructions

Phase 1: adding images to Salesforce as a static resource.

1

Add a new static resource in Salesforce

Click the gear (1) and then Setup, then search for Static Resources (2), then click Static Resources (3) and create a new one (4).

2

Choose the file and save the resource

Choose the name, select your image file, set to public, and click Save.

Phase 2: adding the image to a S-Docs template.

1

View the static resource

Now your image will populate in Static Resources and you can click on it. Now click View.

2

Use the URL or resource tag

You can now use this URL or the resource tag in your template, and configure it however you would like.

Note: If you're sending documents externally (like email templates) and you selected an image using Browse Server, you need to ensure the Salesforce document record is set to externally available

3

Add the image to your template with

Navigate to your template and add it to your template with the tag, and configure it however you would like.

You can only make hyperlinks for images if the images are saved in Salesforce as a static resource

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