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.

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 and Page Settings Tab.

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.

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 [e-mail]), lock specific email fields so users cannot change them, and restrict outbound emails to approved domains.
• Open Email Settings Tab.

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

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.