Email Settings Tab
Use Email Settings to control email subject, recipients, sender behavior, and outbound email restrictions.
Use Email Settings to control what happens when users email generated documents.
This tab sets default email values, controls which fields users can edit, and helps enforce sender and recipient rules.
Use Email Settings for email recipients, sender controls, and delivery guardrails.
Use Document Options for file behavior and general generation settings.
Use Create Salesforce Task for follow-up task automation.
What you can configure in Email Settings
The Email Settings tab includes four main areas:
Email Subject Settings — control the default subject and whether users must keep or enter one.
Email Recipient Settings — control default recipients and whether users can change them.
Email Sender Settings — control the sender address and available sender choices.
Other Email Settings — control body locking, domain restrictions, and translation behavior.
Use single-brace syntax in email setting formulas: {!Object.Field}.
Email subject settings
Use this section when you want consistent email subject lines.
Subject
Set the default subject line for the email.
Lock Subject
Prevent users from changing the subject line.
Require subject line
Require a subject before the email can be sent.
Use merge fields in the subject when you want record-aware email titles.
Examples:
Quote for {!Opportunity.Name}Invoice {!Invoice__c.Name} from Your Company
Email recipient settings
Use this section to prefill or restrict who receives the email.
To
Set the default primary recipient list.
Lock To
Prevent users from changing the To field.
CC
Set default carbon copy recipients.
Lock CC
Prevent users from changing the CC field.
BCC
Set default blind carbon copy recipients.
Lock BCC
Prevent users from changing the BCC field.
Reply To
Set the address that receives replies.
Lock Reply To
Prevent users from changing the Reply To field.
Separate multiple email addresses with commas.
You can combine static addresses and merge fields in the same field.
If a locked email field is blank, S-Docs hides it on the email screen.
If To is locked and blank, the user will not be presented with the option to email through the legacy visualforce page method.
Email sender settings
Use this section to control who the email appears to come from.
From
Set the default sender as the logged-in user or a verified org-wide address.
Restrict to Org-Wide Addresses
Force emails to send from org-wide addresses only.
Enable user to choose/select from a picklist
Let users choose from allowed sender addresses at send time.
Use Salesforce Email Signature
Enable the Salesforce email signature merge field in the email body.
By default, S-Docs can send from the user who generated the document.
Use a verified org-wide address when you need a shared sender such as billing@company.com.
Use {{{!UserSignature}}} in the email body when you want to insert the generating user's Salesforce email signature.
Other email settings
Use this section for email delivery guardrails and body controls.
Email domain restriction
Limit sending to approved recipient domains only.
Translate Email Settings Data
Apply Data Map translations to merge field values in email settings.
Lock Body
Prevent users from editing the email body before sending.
Enter restricted domains as a comma-separated list such as company.com,partner.org.
Do not include spaces, @, or www.
S-Docs validates To, CC, and BCC against the allowed domains when the user clicks Send.
Related guides
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