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Learn how merge fields work in S-Docs, then choose the right guide for Template Editor, Microsoft templates, or focused troubleshooting.
Use this section to learn how merge fields bring Salesforce data into an S-Docs template.
Merge fields act as placeholders for record data.
When you generate a document, S-Docs replaces each field with the right value.
Start here to choose the guide that fits your template type and experience level.
If you are new to merge fields, start with Get Started With Merge Fields.
Use Merge Fields With Template Editor for standard S-Docs templates.
Use Merge Fields With Microsoft Templates for DOCX, PPTX, and XLSX files, where merge fields must stay inside square brackets.
If you are new to merge fields, start with the beginner guide.
If you are adding fields in the S-Docs editor, use the Template Editor guide.
If you are building a Microsoft template, use the Microsoft guide for the bracket syntax.
If you need a specific fix or formatting pattern, use the additional resources.
Insert record values into templates.
Pull fields from parent and related records.
Apply formatting for dates, numbers, and rich text.
Use the right syntax for S-Docs and Microsoft templates.
Use Format Data with Template Attributes when you need to control how merged values display after insertion.
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