Create a document generation batch process to group and manage a large number of single document generation process requests.
| REQUIRED EDITIONS |
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED |
| To enable document generation batch process: |
DocGen Designer permission set |
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From the App Launcher, find and select Document Generation Batch Processes.
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Click New.
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Enter a description for the document generation batch process.
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Select the document category.
For example, Quotes.
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Save your changes.
The document generation batch process is created.