You are here:
The Summary Document Component
Use the sample server-side OmniScript or use your own Server-Side OmniScript to generate documents.
Server-Side document generation is asynchronous and is best for large documents and for batch generation of documents. The Server-side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce instance, and is attached to the object for which the document is generated.
Watch this video to set up the Summary Document component for Financial Services Cloud.
If you aren’t able to watch the view in full screen, open the video on a new tab: 
Learn How to Set Up the
Summary Document Component.
- Generate a Tear Sheet
Generate the tear sheet by using the sample file-based Server-Side OmniScript.
