> For the complete documentation index, see [llms.txt](https://help.sdocs.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sdocs.com/sdocs/template-architecture/template-settings/advanced-options-tab/advanced-options-quick-reference.md).

# Advanced Options Quick Reference

Use this version when you want the same quick reference in table format.

Some settings appear only when the related feature is installed, enabled, or supported by the template's base object.

### Preview and testing

<table data-full-width="true"><thead><tr><th>Setting</th><th>Purpose</th><th>Type</th><th>Format</th><th>Behavior</th><th>Watch for</th></tr></thead><tbody><tr><td><strong>Preview ID</strong></td><td>Preview the template with real Salesforce data.</td><td>Text field</td><td>A valid <code>15</code>- or <code>18</code>-character Salesforce record ID.</td><td>Enables <strong>Save &#x26; Preview</strong>. Uses the selected record to generate a preview in a new tab.</td><td>The record must exist and match the template's base object. Preview checks layout and merge output only. It does not test email, task, or file creation.</td></tr></tbody></table>

**Examples:**

```plaintext
006Q000001AbCDE
006Q000001AbCDEFGH
001Q000001XyZAB
```

***

### Template export and migration

<table data-full-width="true"><thead><tr><th>Setting</th><th>Purpose</th><th>Type</th><th>Format</th><th>Behavior</th><th>Watch for</th></tr></thead><tbody><tr><td><strong>Export Template</strong></td><td>Generate a portable export of the template.</td><td>Button and text area</td><td>Click <strong>Generate</strong> to produce a text export string.</td><td>Packages the template body, settings, prompts, and formatting for backup or import into another org.</td><td>After import, review org-specific values such as preview IDs, org-wide email addresses, and referenced custom fields or metadata.</td></tr></tbody></table>

***

### Feature-specific integrations

<table data-full-width="true"><thead><tr><th>Setting</th><th>Purpose</th><th>Type</th><th>Availability</th><th>Behavior</th><th>Watch for</th></tr></thead><tbody><tr><td><strong>Enable S-Sign</strong></td><td>Turn on e-signature support for the template.</td><td>Checkbox</td><td>Available when <strong>S-Sign</strong> is installed.</td><td>Opens the S-Sign panel in the template editor, allows signature tag placement, and enables signature workflows.</td><td>Requires an S-Sign trial or full license. Additional setup may be required. Contact <a href="mailto:sales@sdocs.com">sales@sdocs.com</a> for licensing details.</td></tr></tbody></table>

### Related guides

* [Advanced Options Tab](/sdocs/template-architecture/template-settings/advanced-options-tab.md)
* [How to Set Up Template Preview](/sdocs/template-architecture/template-settings/advanced-options-tab/how-to-set-up-template-preview.md)
* [Template Lifecycle Management](/sdocs/template-architecture/template-settings/advanced-options-tab/template-lifecycle-management.md)


---

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