Email Settings Quick Reference

Scan Email Settings in table format, including subject, recipients, sender controls, and other email delivery options.

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

If a locked email field is blank, S-Docs hides it on the email screen.

If To is locked and blank, the template cannot be emailed.

Email Settings - Email Subject Settings

Setting	Purpose	Type	Format	Behavior	Watch for
Subject	Set the default email subject line.	Text field	Static text, merge fields, or both. Use single braces: {!Object.Field}.	Prefills the subject line. Null merge fields resolve to blanks.	Keep it short for mobile inboxes. Maximum length is 255 characters.
Lock Subject	Prevent users from changing the subject line.	Checkbox	On or off	When enabled, the subject field is read-only.	If enabled and blank, S-Docs hides the field.
Require subject line	Require a subject before send.	Checkbox	On or off	Validates the subject when the user clicks Send.	If the subject is already locked with a value, this setting has no practical effect.

Examples:

Quote for {!Opportunity.Name}
Invoice {!Opportunity.InvoiceNumber__c} from Your Company
Proposal for {!Opportunity.Account.Name}
Contract: {!Opportunity.Name} - Action Required

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Email Recipient Settings

Setting	Purpose	Type	Format	Behavior	Watch for
To	Set the default primary recipient list.	Text area	Single address, comma-separated addresses, merge fields, or a mix.	Prefills the To field. Users can edit it unless you lock it.	Separate multiple addresses with commas. This field must contain at least one valid recipient to send email. Recipient Field Examples
Lock To	Prevent users from changing To recipients.	Checkbox	On or off	Makes the To field read-only.	If enabled and blank, the template cannot be emailed.
CC	Set default carbon copy recipients.	Text area	Same format as To.	Prefills the CC field. Users can edit it unless you lock it.	Optional. If locked and blank, S-Docs hides the field.
Lock CC	Prevent users from changing CC recipients.	Checkbox	On or off	Makes the CC field read-only.	If enabled and blank, S-Docs hides the field.
BCC	Set default blind carbon copy recipients.	Text area	Same format as To.	Prefills the BCC field. BCC recipients stay hidden from other recipients.	If locked and blank, S-Docs hides the field.
Lock BCC	Prevent users from changing BCC recipients.	Checkbox	On or off	Makes the BCC field read-only.	If enabled and blank, S-Docs hides the field.
Reply To	Set the address that receives replies.	Text field	One email address or one merge field.	Sets the email Reply-To header. It can differ from the From address.	Only one reply-to value is supported. If locked and blank, S-Docs hides the field.
Lock Reply To	Prevent users from changing the reply-to address.	Checkbox	On or off	Makes the Reply To field read-only.	If enabled and blank, S-Docs hides the field.

Recipient Field Examples

{!Opportunity.Account.BillingEmail}
{!Contact.Email}
[e-mail]
{!Opportunity.Owner.Email}, [e-mail]

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Email Sender Settings

Setting	Purpose	Type	Options	Behavior	Watch for
From	Set the email sender address.	Picklist	Logged in user or a verified org-wide email address.	Controls who the email appears to come from.	Org-wide addresses must already exist, be verified, and be available to the user.
Restrict to Org-Wide Addresses	Force senders to use org-wide addresses only.	Checkbox	On or off	Removes the ability to send from a personal user address.	Requires at least one allowed org-wide address.
Enable user to choose/select from a picklist	Let users choose the sender at send time.	Checkbox	On or off	Shows a sender dropdown with the user address and allowed org-wide addresses.	Most useful when multiple sender addresses are available.
Use Salesforce Email Signature	Enable the Salesforce signature merge field.	Checkbox	On or off	Makes {{{!UserSignature}}} available for the email body.	The user must have a Salesforce email signature configured. Use triple braces to preserve formatting.

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Other Email Settings

Setting	Purpose	Type	Format	Behavior	Watch for
Email domain restriction	Limit sending to approved recipient domains.	Text field	Comma-separated domains such as company.com,partner.org.	Validates To, CC, and BCC when the user clicks Send.	Do not include spaces, @, or www. Email domain restriction examples
Translate Email Settings Data	Apply Data Map translations to merge field values in email settings.	Checkbox	On or off	Translates merge field values in subject and recipient fields when Data Map translations exist.	It affects merge field output only. It does not translate static text.
Lock Body	Prevent users from editing the email body before sending.	Checkbox	On or off	Makes the email body read-only on the email screen.	Use it when the message must stay unchanged. Add {{{!UserSignature}}} if users still need signature personalization.

Email domain restriction examples

company.com
company.com,partner.com,client.org
company.com,company.co.uk,company.de

Related guides

• Email Settings Tab
• Email Delivery and Security
• How To: Sending Generated Documents via Email