---
schema_version: "1"
id: efce601e3c4d8cf2b852c36f0b6790e79e3f369070dc0d02ae3381c2b942bf13
title: Document Builder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_document_builder_about.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_document_builder_about.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e84367659d17f23c821957c98cb565849b3a0745c1f5bc4d4a21801d279f7937
description: Document Builder is the Salesforce Field Service solution for creating richly formatted and branded PDF service documents for your business needs.
products:
  - Field Service
release: "264"
---
# Document Builder

Document Builder is the Salesforce Field Service solution for creating richly formatted and branded PDF service documents for your business needs.

### 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;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note Document Builder isn’t available for Government Cloud users.

Document Builder makes it easy to build service document templates.

- The Template Builder makes it easy to build service document templates.
    - Clone standard service document templates to reflect your company’s business practices.
    - Drag seven standard components into the builder: Grid, Image, Image Gallery, Page Numbers, Related Record Table, Rich Text, and Signature.
    - Show relevant information about a record, and its parent or grandparent records by using the field component.
    - Address your specific use cases by building custom LWCs.
- An enhanced service document experience helps you communicate the details of the work performed to serve your customers.
    - View service documents and collect signatures on the Field Service mobile app.
    - Preview printable documents on mobile or desktop.
    - Generate PDFs on mobile or desktop

You can enable both Document Builder and Service Reports for your company, but you can assign only one feature, Service Reports or Document Builder, to each user. When you give a user the permission to use Document Builder, the Service Report button is hidden for them and they can’t access Service Report features or templates. You can continue to use Service Reports, but we suggest adopting Document Builder to build more branded, customized, and dynamic service documents.

- **[Set Up Document Builder: Licensing and Enablement](https://help.salesforce.com/s/articleView?id=service.fs_document_builder_set_up.htm&release=264.0.0&type=5)**  
    Learn how to set up Document Builder and start creating service documents.
- **[Give Users Access to Document Builder](https://help.salesforce.com/s/articleView?id=service.fs_document_builder_user_access.htm&release=264.0.0&type=5)**  
    Assign users the standard permission sets for Document Builder, so they can create service document PDFs.
- **[Assign Document Builder to Dispatchers and Mobile Workers](https://help.salesforce.com/s/articleView?id=service.fs_document_builder_perm_sets.htm&release=264.0.0&type=5)**  
    Assign Document Builder to users who have been assigned the Field Service Dispatcher or Field Service Mobile permission set license.
- **[Create a Service Document Template](https://help.salesforce.com/s/articleView?id=service.fs_create_service_document_templates.htm&release=264.0.0&type=5)**  
    Create a service document template with Document Builder.
- **[Generate Service Document PDFs on the Desktop Site](https://help.salesforce.com/s/articleView?id=service.fs_generate_pdfs_desktop.htm&release=264.0.0&type=5)**  
    With Document Builder, you can generate PDFs from the desktop site and mobile app. This topic walks you through the process for the desktop site.
- **[Generate Service Document PDFs on the Mobile App](https://help.salesforce.com/s/articleView?id=service.fs_generate_pdfs_mobile.htm&release=264.0.0&type=5)**  
    With Document Builder, you can generate PDFs from the desktop site and mobile app. This topic walks you through the process for the Field Service mobile app.
- **[Translate Service Documents in Document Builder](https://help.salesforce.com/s/articleView?id=service.fs_document_builder_translate.htm&release=264.0.0&type=5)**  
    With Document Builder, translate service documents into any language supported by the Salesforce platform. Specify different languages for different records to translate the document to the preferred language of individual customers.