Before you can start using document generation batch processing, you must enable Document Batch Generation from Document Generation Settings.
| 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 |
Note The document generation batch process runs under the user who
enabled the server-side and document generation batch process
settings. This means that after the batch process completes, the Last Modified By field
updates to the user who configured these settings, and the generated file is attached to a
record under the same user. This user should have the permission to insert the generated
documents in the org.
- From Setup, in the Quick Find box, enter document generation, and then select Document Generation Settings.
- To enable batch document generation, click the arrow corresponding to the document generation setting, and then select Edit.
- Turn on the Enable Batch Document Generation setting.
-
In Batch Docgen Percent Limit Per Hour, enter a value.
This field is for backwards compatibility only. You can ignore it if you're using the most recent version of document generation.
-
Click Continue.
The batch document generation is enabled.