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            Enable and Configure the Summary Document

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable and Configure the Summary Document

            Help your users access information quickly and easily and be better prepared for client meetings. The Summary Document component uses the capabilities of the Document Generation feature to generate documents that use the specified sample Server-Side OmniScripts. You can also create your own OmniScripts to generate documents.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions where Financial Services Cloud is enabled, and OmniStudio Winter '23 or later with DocGen functionality is installed.
            User Permissions Needed
            To enable and configure the Summary Document feature:
            • Financial Services Cloud Extension OR FSC Sales
            • Customize Application
            • OmniStudio Admin
            • DocGenDesigner or DocGenRuntime

            Before you begin, make sure that:

            • The Managed Package Runtime OmniStudio setting is turned off.
            • The OmniStudio managed package version 240.1 or later is installed.
            1. Update field-level security.
              1. In Setup, go to Object Manager.
              2. Locate each of the objects listed in this task and click Fields & Relationships.
              3. For each object and field, update the field-level security as shown in this table for all the profiles that use Summary Document component.
                OBJECT FIELD FIELD-LEVEL SECURITY
                Document Generation Process RequestText For the profiles using Summary Document component, select Visible and deselect Read-Only.
                ResponseText
                ReferenceObject
                Document Template UsageType For the profiles using Summary Document component, select Visible and deselect Read-Only.
                Document Template Content Doc LatestContentVersionId For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
            2. Enable the Summary Document setting:
              1. From Setup, in the Quick Find box, enter General Settings, and then under Financial Services Cloud, select General Settings.
              2. Turn on Summary Document.
                Note
                Note To enable the Summary Document setting, your org must have the Doc Gen org permission enabled. This permission is different from the DocGenDesigner permission set. If you want org-wide access, ask your Salesforce Account Executive to provision the DocGen add-on license for your org.
            3. Add the Summary Document component to the Account, Contact, or Financial Deal record page layout:
              1. On the record page, click the Setup icon, and then select Edit Page.
              2. Drag the Summary Document component to the page.
            4. Specify the Server-Side OmniScript that the component uses to generate documents:
              1. To use the file-based sample Server-Side OmniScript to generate documents, in the component’s properties pane, for Type, select Tearsheet, and for SubType, select ServerSide.
              2. If you want to use your own OmniScript to generate documents, in the component’s properties pane, provide your OmniScript’s Type and SubType values.
                Note
                Note You can use your own OmniScript to generate documents only for document templates whose Usage Type is Tearsheets. Learn more about OmniStudio Document Generation Document Templates in Salesforce Help.
            5. Optionally, enter a custom title for the Summary Document component:
              1. On the record page, from Setup, select Edit Page.
              2. Select the Summary Document component by clicking the component.
              3. In the properties pane, in the Custom Component Name field, enter a name for the component.
            6. Save your changes.

            See Also

             
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