---
schema_version: "1"
id: 8702c9e1ac9c3730b4fd66b7b4fc009dc47b158dc9c633b966743ddc6dbd36e2
title: Generate Collections-Related Documents with Document Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_generate_docs_with_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_generate_docs_with_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 274b0b7cb08b952bf73ffa5721d00fde6e206906552df1ce6d25d0d677afc244
description: You can generate documents from the document templates either by using Omniscript, or the document generation batch process.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d11874e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11874e68 ">To generate documents by using the batch process:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11874e68 ">DocGen Designer permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11874e68 ">To generate documents by using Omniscripts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11874e68 ">
              <p>DocGen Designer</p>
              <p>AND</p>
              <p>Omnistudio Admin</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Omnistudio User</p>
            </td>

          </tr>
        </tbody>
      </table>

1. To know how to generate documents by using the batch process, see [Document Generation Batch Process.](https://help.salesforce.com/s/articleView?id=ind.sf_docgen_document_generation_batch_process.htm&language=en_US)
2. To know how to generate documents by using Omniscripts, see [Document Generation with Omniscript](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_document_generation_with_omniscript.htm&language=en_US).