---
schema_version: "1"
id: 2451d620522297ede1651c1e7b12e1015ac80f06b1bf77073219fefeb626b123
title: Set Up DocGen For Partner Community
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_docgen_setup_for_partner_community.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_docgen_setup_for_partner_community.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bd9ccd2536e0d0077b6a05f5a2f32a2d1f56d0c6dd0a6687d5d287b8171c2b33
description: Make information sharing and collaboration easier with document generation on the community site.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up DocGen For Partner Community

Make information sharing and collaboration easier with document generation on the community 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;">Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;language=en_US&amp;type=5" target="_blank">View edition availability</a>.</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%">
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        <thead class="slds-text-title_caps ">
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            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37720e66">REQUIRED USER PERMISSIONS</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37720e69">&nbsp;</th>
          </tr>
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            <td data-label="REQUIRED USER PERMISSIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d37720e66 ">To set up DocGen in partner community:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d37720e69 ">
              <p>DocGen Runtime for Community Users</p>
              <p>AND</p>
              <p>SalesforceContentUser</p>
              <p>AND</p>
              <p>CRM User</p>
              <p>AND</p>
              <p style="margin-bottom:0;">OmniStudio Runtime for Communities</p>
            </td>

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

Before you begin, [set up Omnistudio document generation for partner community users](https://help.salesforce.com/s/articleView?id=ind.doc_gen_set_up_omnistudio_foundation_partner_community_user_395985.htm&language=en_US).

1. Create a page on the community site, and name it DocGen.
    
    Use DocGen as the page name because the dynamic URL that generates the document in the partner community points to this specific page.
2. From Setup, in the Quick Find box, enter All Sites and select it.
3. Open Builder on the DocGen page, and click **Components**.
4. In Process Automation, click **Omniscript**.
5. Enter these details.
    
    - Type: ifs
    - Sub Type: DocumentGenerationV2
    - Language: Multi-Language
6. Save the changes.
7. From Setup, in the Quick Find box, enter Sharing Settings and select it.
8. In the Organization-Wide Defaults section, click **Edit**.
9. Find the Quote object, and set **Public Read/Write** as the default external access.
10. Save the changes.
11. Add these permission sets to the partner community users.
    
    - Omnistudio User
    - Omnistudio Experience Cloud User
    - Work Order Estimation Experience User
    - DocGen Runtime Community User
    - Docgen Runtime User
    - Omnistudio Runtime for Communities
    - Work Estimation Custom Permission Set