# Configure Template Settings

Welcome to the Template Settings hub! Once you have created the basic shell of your template and added your Salesforce merge fields, the S-Docs Template Editor gives you incredible control over how that document behaves.

Using the various configuration tabs inside the Template Editor, you can automate follow-up tasks, lock down security settings, change how the page visually renders, and even prompt users for custom data during generation.

<figure><img src="/files/6srSvxy1J37RDq5kN2gQ" alt=""><figcaption></figcaption></figure>

Because there are so many powerful configurations available, we have broken them down into specific, goal-oriented guides. Choose the category below that matches what you are trying to build:

### 1. Template Formatting and Design

Start here when you need to control how a document visually renders on the page.

* Learn how to: Configure custom page sizes (like mailing labels or business cards), handle international and non-English characters, and set up a live preview of your template using real Salesforce record data.
* Start with [Header And Footer Tabs](/sdocs/template-architecture/template-settings/header-and-footer-tabs.md) and [Page Settings Tab](/sdocs/template-architecture/template-settings/page-settings-tab.md).

### 2. Output and Automation Settings

Configure these settings to control what happens in the background the moment a user clicks "Generate."

* Learn how to: Create dynamic file names using Salesforce data, automatically attach generated documents to your Salesforce records (Files or Attachments), and automatically create follow-up tasks for your users.
* Continue with [Document Options Tab](/sdocs/template-architecture/template-settings/document-options-tab.md).

### 3. Email Delivery and Security

If you are sending documents directly out of Salesforce, these settings are critical for maintaining brand consistency and data security.

* Learn how to: Send emails from official Org-Wide Addresses (like `sales@yourcompany.com`), lock specific email fields so users cannot change them, and restrict outbound emails to approved domains.
* Open [Email Settings Tab](/sdocs/template-architecture/template-settings/email-settings-tab.md).

### 4. Advanced User Interactions

Sometimes a template needs to be flexible. These settings allow you to give your end-users controlled input during or immediately after the generation process.

* Learn how to: Create Runtime Prompts to ask users for specific information (like a delivery date or custom discount) during generation, and enable Live Edit to let users make minor text tweaks to the final document.
* Open [Broken mention](broken://spaces/v7v0UNK83URKB2C83QVU/pages/LOLVSUolwsbKl6uMKObi)

### 5. Template Lifecycle Management

This is an essential guide for Salesforce Administrators who need to manage their templates across multiple environments.

* Learn how to: Safely export a completed template from your Sandbox and import it into your Production org, including a checklist of prerequisites and troubleshooting steps for common migration errors.
* Open [Advanced Options Tab](/sdocs/template-architecture/template-settings/advanced-options-tab.md).


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