> 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/document-options-tab/how-to-auto-attach-documents-to-records.md).

# How to Auto-Attach Documents to Records

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

{% stepper %}
{% step %}

### Open document options

Open the **Document Options** tab.
{% endstep %}

{% step %}

### Go to attachment and file options

Find **Attachment & File Options**.
{% endstep %}

{% step %}

### Select a save method

Choose one of the available save options.
{% endstep %}

{% step %}

### Save the template

Save your changes.

Generate a test document.
{% endstep %}
{% endstepper %}

### 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    |

{% hint style="info" %}
Use **Salesforce Files** for most new implementations.
{% endhint %}

{% hint style="warning" %}
Both Files and Attachments count toward Salesforce storage limits.

Review storage usage if you generate documents at high volume.
{% endhint %}

### 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.


---

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