---
schema_version: "1"
id: bd407ea6f240e8d947238e26132cff11afe0955df7f96965314546a5de414e6b
title: Configure Browser-Based Preview for Omnistudio Document Generation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/doc_gen_permissions_browser_based_previewer_docgen_two.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.doc_gen_permissions_browser_based_previewer_docgen_two.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fa04df1b9ddb5648bb36493f3bc5e9305dd39578931ad4280ed778b25603552b
description: Configure the browser and remote site settings for proper handling of PDF files in the previewer. Use the document preview feature for clear rendering of formatting and visual elements for files such as PDF, DOCX, and PPT directly within the browser.
products:
  - Omnistudio Document Generation
release: "264"
---
# Configure Browser-Based Preview for Omnistudio Document Generation

Configure the browser and remote site settings for proper handling of PDF files in the previewer. Use the document preview feature for clear rendering of formatting and visual elements for files such as PDF, DOCX, and PPT directly within the browser.

### 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: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </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="d5828e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5828e77 ">To configure previewer settings</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5828e77 ">System Admin</td>

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

**Prerequisite**: Make sure the PdfGenerationSource setting is set to Vlocity Client Side. For more information, see [Configure the PDF Conversion Custom Option](https://help.salesforce.com/s/articleView?id=ind.v_contracts_configure_the_pdf_conversion_custom_option.htm&type=5&language=en_US).

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-document_generation-264-0-0-production-enus/f76d5573-56ce-4576-b4b2-7a4f1f2e622b/images/icon_note.png)

Note For more information on PDF browser features in Omnistudio Document Generation, see [Supported PDF Features and Formatting Capabilities](https://help.salesforce.com/s/articleView?id=ind.sf_contracts_manage_browser_based_previewer.htm&type=5&language=en_US).

1. Configure your browser to open PDFs. For example, in Firefox:
    1. Open **Settings**, and then click **General** tab.
    2. Under Files and Applications, scroll to Applications.
    3. Locate the content type Portable Document Format (PDF), and set the action to **Open in Firefox**.
        
        Note that the exact instructions vary depending on which browser you're using.
2. To grant access to your org domains to enable the previewer, update remote site settings.
    1. Open any Omniscript in your org and click **Preview**.
        
        If you’re only using the document generation flow from the Contract record page, go to the Details tab, scroll to the contract document section, right-click the ContractDocumentNewDisplay VF component, and complete the remote site settings.
    2. To open the iframe in a new browser tab, right-click in the white space of the previewer and select **View Frame Source**.
    3. Copy the vf.force.com URL from the address bar.
        
        For example, https://MyDomainName--c.vf.force.com.
    4. From Setup, in the Quick Find box, enter Remote Site Settings and select it.
    5. Click **New Remote Site**.
    6. Enter a remote site name for the vf.force.com domain.
        
        Ensure that the name doesn’t include spaces. For example, enter LWC\_VF.
    7. In Remote Site URL, enter the URL that you previously copied.
        
        For example, https://MyDomainName--c.vf.force.com.
    8. Verify that the Active options is enabled.
    9. Save your changes.

#### See Also

- [Regenerate a File Preview](https://help.salesforce.com/s/articleView?id=experience.collab_admin_files_regenerate_preview.htm&type=5&language=en_US)