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            Generate Collections-Related Documents with Document Templates

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            Generate Collections-Related Documents with Document Templates

            You can generate documents from the document templates either by using Omniscript, or the document generation batch process.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To generate documents by using the batch process: DocGen Designer permission set
            To generate documents by using Omniscripts:

            DocGen Designer

            AND

            Omnistudio Admin

            AND

            Omnistudio User
            1. To know how to generate documents by using the batch process, see Document Generation Batch Process.
            2. To know how to generate documents by using Omniscripts, see Document Generation with Omniscript.
             
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