Salesforce Docs Portal

Generate Collections-Related Documents with Document Templates

You can generate documents from the document templates either by using Omniscript, or the document generation batch process.

Required Editions

Available in: Lightning Experience
Available in: View product and edition availability.
User Permissions Needed
To generate documents by using the batch process: DocGen Designer permission set
To generate documents by using Omniscripts:

DocGen Designer

AND

Omnistudio Admin

AND

Omnistudio User
  1. To know how to generate documents by using the batch process, see Document Generation Batch Process.
  2. To know how to generate documents by using Omniscripts, see Document Generation with Omniscript.