Advanced Options Tab
Use Advanced Options for template preview, export, and feature-specific integrations.
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Use Advanced Options for template preview, export, and feature-specific integrations.
Use Advanced Options when you need preview, migration support, or feature-specific controls that do not fit the main page, document, or email settings tabs.
This tab groups together settings for testing, template portability, and e-signature features.
Use Advanced Options for preview, export, and feature-specific integrations.
Use Document Options for file behavior, validation, and general generation settings.
The Advanced Options tab includes these settings:
Preview ID — preview the template with data from a real Salesforce record.
Export Template — generate a portable export string for migration or backup.
Enable S-Sign — enable S-Sign features when the package is installed.
Some settings appear only when the related feature is installed, enabled, or supported by the template's base object.
Use preview settings while building or validating a template.
Preview ID
Enter a valid 15- or 18-character Salesforce record ID to enable Save & Preview.
Preview uses real record data. It helps you verify merge fields, layout, page breaks, and conditional content before rollout.
Preview does not test downstream actions such as email delivery, task creation, or file creation.
Related guide:
Use export settings when you need to move a template between orgs or keep a backup outside Salesforce.
Export Template
Generate a text export of the template body, settings, prompts, and formatting for reuse in another org.
The export string is designed for template migration and backup.
After import, you still need to review org-specific values such as preview records, sender addresses, and any referenced custom metadata or fields.
Related guide:
Use these settings when your template depends on extra S-Docs or Salesforce capabilities.
Enable S-Sign
Turn on S-Sign support for templates that need e-signature workflows.
This setting is available when S-Sign is installed.
Enable it when the template will be sent for signature.
If S-Sign is not installed, this option is unavailable.
Use Advanced Options when you need to:
preview a template against a real record before release
export a template for sandbox-to-production migration
enable S-Sign for signature workflows
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