---
schema_version: "1"
id: 2ae1568794ac7519f7a10df2babc1561923e6e52cbf5659132a6dfa93061b60d
title: Generate Service Document PDFs on the Desktop Site
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_generate_pdfs_desktop.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_generate_pdfs_desktop.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e01c8e2f7b1c9b914a6c3f8ca5d2343ab807682da7f4512d31b238c1a9a4502b
description: 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.
products:
  - Field Service
release: "264"
---
# Generate Service Document PDFs on the Desktop Site

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.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </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="d38441e72">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38441e72 ">To generate service document PDFs:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38441e72 ">Document Builder</td>

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

Before generating PDFs from the desktop site, add the Create Service Document button to Work Order, Work Order Line Item, and Service Appointment page layouts.

You must grant all users who generate PDFs access to the ServiceReportLanguage field on the Work Order object. You can grant access to this field by enabling Field Level Security settings. See [Field Permissions](https://help.salesforce.com/s/articleView?id=platform.users_profiles_field_perms.htm&type=5&language=en_US).

1. Go to a work order, work order line item, or service appointment. To demonstrate, we’re using a work order.
2. Click **Create Service Document**.
    
    If you’ve entered a value in the service document’s template field, you land on the corresponding template. Otherwise, if you set a default, but no Service Document Template ID for the record or for the associated Work Type, the default template loads.
3. Collect the required customer signature by having them type and sign their name.
4. If you can’t collect the signature, click **Can’t Collect Signature** and provide a reason. For example, you can record that the representative wasn’t present.
5. Click **Create PDF**. You get a popup message signaling that your request is queued.
    
    When your PDF is ready, you get a notification under the Global Notifications bell.
6. To access the PDFs you create, including an archive of your PDFs, navigate to the work order and click the Related tab. Then scroll down to Service Reports.
7. To view your PDF, click a service report name in the list view.

#### See Also

- [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.")