DocGenInd Design All

Allows users to create and edit document templates. For example, you can configure document clauses and templates.

Access Provided by the DocGenInd Design All Sample Permission Set

The table lists the recommended level of access for the objects that are part of the DocGenInd Design All permission set.

Note

For DocGenInd Design All user profile, add Read and Edit access to Documents object under the Standard Object Permissions section.

Object	Access
Account	Read
Asset	Read
Contract Line	Read
Contract	Read
Document Clause	Read, Create, Edit, Delete
Document Template Section Condition	Read, Create, Edit, Delete
Document Template Section	Read, Create, Edit, Delete
Document Template	Read, Create, Edit, Delete
Document Token	Read, Create, Edit, Delete
Opportunity	Read
Order	Read
Quote	Read
Vlocity DataPack Object	Read, Create, Edit, Delete
Vlocity DataRaptor Bundle	Read, Create, Edit, Delete
Vlocity DataRaptor Map Item	Read, Create, Edit, Delete

Apart from the object-level access, users require access to these components.