Thursday, October 20, 2016

S-Docs Document Generator (PDF, Word, XLS, Report, Emails)

S-Docs is Native document generator on the Salesforce. S-Docs was built from the ground up on Salesforce. It’s powerful, yet intuitive for Salesforce users and admins. S-Docs is completely FREE to use with up to 2 templates!

Follow this step to configure S-Docs Quick Install & Config Guide, in short 4 steps:

1. Install from AppExchange

2. Create Template - once installed go to "S-Docs Templates" tab to create new tempate
- Relate to an Object
- Define file format
- To add image, upload the image to document and make it available externally

3. Add Button to page layout - go to the object layout and find "S-Docs" and "Email S-Docs" button

4. Open the record and click the button added.
- Click "S-Docs" button
- Select the template
- File added into Attachment

Here is sample result:

Type: AppExchange (Managed Package)

Paid/Free: Free for 2 templates

Publisher: ME2 Systems LLC


Version: 2.256

Blog last update: 20 October 2016

No comments:

Post a Comment