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Email From: Allows you to set an org-wide email address as the From address when your S-Docs Job process includes emailing a document Include All Related Files: If checked, automatically attaches all files related to the base record to the email Files with Email: Allows you to specify a comma-delimited list of Salesforce File IDs to be included in the email sent out by the S-Docs Job Documents with Email: Allows you to specify a comma-delimited list of Salesforce Document IDs to be included in the email sent out by the S-Docs Job Attachments with Email: Allows you to specify a comma-delimited list of Salesforce Attachment IDs to be included in the email sent out by the S-Docs Job A subset of these fields can be found in the next section of the S-Doc Job record:

For reference, the process that created the above S-Doc Job record looks like this:īeyond the 5 required fields, your process, Apex trigger, or Flow can also set several optional fields. Note: The SDJob Number field auto-populates and does not need to be set.Īs a reminder, these fields will all be set by a custom process, Apex trigger, or Flow - not a Salesforce user. Send Email: Denotes whether or not the S-Doc Job should email the documents that it generates 1 will email them, 0 will not Doclist: A comma-delimited list of S-Doc template names that the S-Doc Job will generate Object API Name: The API name of the base object Object ID: The ID of the base record that your documents will pull data from S-Doc Job records begin with the 5 fields that your custom process is required to populate. Clearing old records will have no effect on the S-Docs that they generated. You can also select multiple jobs and then click Delete Logs to clear old S-Doc Jobs from this list. You can click the SDJob Number to view individual S-Doc Job records, which we'll go over in the next section. This will take you to a list of all S-Doc Jobs that have been run recently in your org. To access S-Doc Job records in your org, click the App Launcher in the upper left corner, type 'S-Docs Jobs' into the search field, and click S-Docs Jobs.

This article will go through each section of an S-Doc Job record in detail.įor instructions on setting up your process, trigger, or flow, please visit this article. Job execution details that provide you with information about in-progress and finished jobs

Optional fields that allow you to customize the document automation process Required fields that always need to be populated when a record is created S-Doc Job records contain three sections: Certain fields will tell the Job which templates to generate, which object record to pull data from, whether or not the generated documents should be emailed, and much more. Once a custom process, trigger, or flow creates the S-Doc Job record and populates its fields, S-Docs will begin generating documents. S-Doc Jobs work in conjunction with Salesforce Process Builder, Apex triggers, or Flows. What is an S-Doc Job?Īn S-Doc Job is a simple, intuitive Salesforce object designed for automatically generating (and optionally emailing) documents. Click here to contact our team for more information.

Explore the Possibilities with S-Docs: This comprehensive article provides various capabilities and features offered by S-Docs, a document generation and automation solution integrated with Salesforce.Please note that automation is only available to S-Docs Unlimited Edition customers for an additional fee.

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Create Templates in S-docs: This article explains how to create templates in S-Docs.It covers the prerequisites, installation process, and initial configuration steps.

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S-Docs Quick Install & Configuration: This article provides step-by-step instructions on how to install and set up S-Docs in your Salesforce org.

The following articles will help you gain a better understanding of S-Docs installation and configuration, as well as guide you through the process of creating and setting up templates: Multiple templates can be configured, and you can select one to generate the document in the process. To use S-Docs, you must configure templates related to your custom or standard objects.

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existing MS Word or PDF files) are not used, but instead, you can design your own templates with all the merged fields across Salesforce S-Docs Template records. Due to its 100% native nature, sensitive data never leaves Salesforce. Since S-Docs is completely native to Salesforce, it acts like a natural extension of the Salesforce UI. You can create refined documents that reduce errors, increase efficiency, and eliminate tedious tasks. With S-Docs, you can create documents quickly, easily, and more securely using the Salesforce Platform.

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