How to Auto-Attach Documents to Records

Save generated documents to Salesforce Files or Attachments automatically.

Use auto-attach settings to save documents without manual user steps.

This keeps record files consistent and reduces missed saves.

Choose how S-Docs saves the generated file

1

Open document options

Open the Document Options tab.

2

Go to attachment and file options

Find Attachment & File Options.

3

Select a save method

Choose one of the available save options.

4

Save the template

Save your changes.

Generate a test document.

Available save options

• Create Salesforce File and link to record — recommended for most orgs.
• Create Salesforce Attachment and link to record — useful for legacy setups.
• Create Salesforce Attachment only when emailed — saves storage for draft-heavy workflows.

Control deletion behavior

By default, related files or attachments can be removed when the S-Doc record is deleted.

Clear Delete related Salesforce Attachment/File upon S-Doc deletion if you need to preserve generated files for audit or retention purposes.

Files vs. Attachments

Feature	Salesforce Files	Salesforce Attachments
Interface	Lightning-ready	Legacy
Versioning	Supported	Not supported
Sharing	Better sharing controls	Basic
Best fit	New implementations	Legacy integrations

Use Salesforce Files for most new implementations.

Both Files and Attachments count toward Salesforce storage limits.

Review storage usage if you generate documents at high volume.

When to use each option

Use Salesforce Files

Use this when your org works primarily in Lightning.

This is the best default for modern document management.

Use Salesforce Attachments

Use this only when another process still depends on legacy attachments.

Use attachment on email only

Use this when many generated documents are drafts and only emailed copies need to persist.