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            Create Templates to Generate Tear Sheets

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Create Templates to Generate Tear Sheets

            Use the HTML-based Document Template Designer to design and assemble templates for generating tear sheets and to define the relationship between clauses and sections and the tear sheet template.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions where Financial Services Cloud is enabled, OmniStudio Winter '23 or later with DocGen functionality is installed, and OmniStudio Managed Package Runtime setting is disabled.
            User Permissions Needed
            To create a template:
            • OmniStudio Admin
            • DocGenDesigner or DocGenRuntime

            Document Template Designer comes with a rich-text editor, making programming or coding unnecessary.

            To learn how to create a a document template in different ways, see Document Template Designers.

             
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