![]() Note that the email we sent earlier is saved in the "Activity History" related list. Note: On older versions, this checkbox will appear on the S-Docs Template record detail page instead of in the template editor. Thus, only the account summary document appears in the "Notes & Attachments" related list. We see that this box is checked for the account summary template, but not the golf invitation template. For example, if this box was not checked for an account summary template, and you opened an account summary document from 6 months ago, the document would be regenerated with the current account info rather than the account info from 6 months ago. We can click View to download and view a document in this list.Īdditionally, note that if the Auto Create Salesforce Attachment and Link to Record box is not checked, documents in the S-Docs related list will be regenerated each time they are opened. If Auto Create Salesforce Attachment and Link to Record is checked under Document Options in the template editor (it is checked by default), our generated document will be included in the "Notes & Attachments" related list. We could delete some of these by clicking Del under the Action column. Note that generating multiple documents with the same template for the same record will not result in these documents being overwritten in our Paul Allen example, if we were to generate the golf invitation 10 more times, there would be 11 different golf invitation documents in the S-Docs table on the Paul Allen page. We can click the icons in the “View” or “Email” columns to download or email these documents. ![]() The documents we just generated in our example are now in this related list. Related ListsĪfter generating or emailing documents, you will return to the page for the record you just generated documents for.ĭuring the configuration of S-Docs, you added an S-Docs related list to the objects that you wanted to use with S-Docs. Here is how a completed email page might appear. Be aware that this change affects the entire sandbox and not just S-Docs. We would like to email Paul Allen the golf invitation, so our next step is to click Email Selected Docs.įrom here, you can proceed to the email page by clicking Email Selected Docs or you can click Email Administration > Deliverability, and check that "Access to Send Email" is set to "All email." By default, Salesforce turns off outbound email access when a sandbox is created to reduce the risk of inadvertently sending emails to contacts during development and testing. Note that we can click SD-100 to download the account summary document or SD-101 to download the golf invitation. In our example, we added a comment to our golf invitation, and we unchecked the account summary because we would like to email the golf invitation by itself. If you would like to add a comment to that document, find the name of the document you want to add a comment to under “Document Name” and click the Add button to the right of it. To email documents, check the boxes of the documents that you would like to email and click Email Selected Docs. To download a document, find the name of the document you want to download under “Document Name” and click the Document Number to the left of it. In this example, we will be creating a golf invitation and an account summary for Paul Allen.Īfter clicking Next Step, the documents are generated and you are given a list of the generated documents. Now, select the templates you would like to use to generate documents for this contact. Once you get to your contact record, click the S-Docs button at the top of your page. In our example, we selected the "Contact" object, and we will generate documents for the Paul Allen Contact record. Navigate to an object that has been configured for S-Docs, and then go to any record you would like to generate documents for. ![]()
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