---
schema_version: "1"
id: ac7ad85ecd88406a0abd62e7e04fb06636a399d1910c7817b0b8862230bc45de
title: Set Up Document Generation Templates for Collections and Recovery Communication
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_setup_docgen_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_setup_docgen_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 152c2c508b3250d29b12a24243ffb9e92f496cce3aae3f224393e6f1af7f87a5
description: Enable Design Document Templates, clone and customize predefined document generation templates, and generate collections-related documents by using these templates.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Document Generation Templates for Collections and Recovery Communication

Enable Design Document Templates, clone and customize predefined document generation templates, and generate collections-related documents by using these templates.

### 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>

- **[Enable Design Document Templates](https://help.salesforce.com/s/articleView?id=ind.collections_enable_design_document_templates.htm&release=264.0.0&type=5)**  
    To use Design Document Template to create DOCX, PPT, and Microsoft 365 Word templates in Salesforce, turn on Design Document Templates in Salesforce.
- **[Clone and Customize the Predefined Document Generation Templates](https://help.salesforce.com/s/articleView?id=ind.collections_clone_customize_docgen_templates.htm&release=264.0.0&type=5)**  
    Clone and customize the predefined Document Generation templates according to your business requirements.
- **[Generate Collections-Related Documents with Document Templates](https://help.salesforce.com/s/articleView?id=ind.collections_generate_docs_with_templates.htm&release=264.0.0&type=5)**  
    You can generate documents from the document templates either by using Omniscript, or the document generation batch process.