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Contract Lifecycle Management: Design Document Template tab missing in Production after enabling Document Generation

Publish Date: May 26, 2026
Description

This article explains why the Design Document Template tab does not appear in Production for Salesforce Contracts CLM and Revenue Cloud users after Document Generation has been enabled, and how to resolve the issue.

The issue typically occurs after a sandbox-to-Production deployment where:

Document Generation is enabled under Setup > Document Generation Settings
The CLM Admin User permission set has been assigned
The user searches for Design Document Template in the App Launcher, but the tab does not appear

In Production, the tab remains hidden when the required DocGen Designer permission set license is not available. This license is required in order to assign the DocGen Designer permission set. In many cases, the permission set license is not provisioned in Production at the same time as sandbox, or it is not included in change sets, preventing the permission set from being properly assigned.

As a result, even when Document Generation is enabled and CLM permissions are assigned, the Design Document Template tab does not render in the App Launcher.

Resolution

Follow these steps in order in your Production org.

Cause 1: DocGen Designer permission set license not assigned in Production

  1. From Setup, in the Quick Find box, enter Company Information, then select Company Information.
  2. Scroll to the Permission Set Licenses related list and confirm that DocGen Designer appears with at least one available license. If DocGen Designer is not listed, contact your Salesforce Account Executive to provision the DocGen Designer permission set license — Salesforce Support cannot provision licenses directly.
  3. From Setup, enter Users in the Quick Find box and select Users.
  4. Click the user's name (not Edit), scroll to the Permission Set License Assignments related list, click Edit Assignments, select DocGen Designer, and click Save.

Cause 2: DocGen Designer permission set not assigned to the user

  1. From Setup, enter Permission Sets in the Quick Find box and select Permission Sets.
  2. Click DocGen Designer, then click Manage Assignments > Add Assignments.
  3. Select the affected user and click Next, then Assign.
  4. Repeat for the DocGen User permission set so the user can also generate documents from the templates.

Cause 3: Design Document Templates feature setting not enabled

  1. From Setup, enter Document Generation in the Quick Find box, then select Document Generation Settings.
  2. Under General Settings, set Design Document Templates in Salesforce to On.
  3. Confirm a Document Generation Setting record exists with Document Template Library Name set to DocgenDocumentTemplateLibrary, Preview Type set to PDF, and Enable Server-Side Document Generation set to On. If no record exists, click New and create one with these exact values.

Cause 4: User not a member of the Docgen Document Template Library

  1. Switch to Salesforce Classic from the user profile menu.
  2. Click the plus icon to open All Tabs, then click Libraries.
  3. Open Docgen Document Template Library [DocgenDocumentTemplateLibrary], click Manage Members, add the affected user with Author or Administrator permissions, and click Save.
  4. On the user record in Setup > Users, verify the Salesforce CRM Content User checkbox is selected.

Final step — clear cache and verify

  1. Have the user fully sign out, clear the browser cache, and perform a hard reload.
  2. Open App Launcher and search for Design Document Template.
  3. Confirm the issue is resolved by opening the Design Document Template tab and creating or opening a document template in the Production org.
Additional Resources

Salesforce Contracts

Knowledge Article Number

005385073

 
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Salesforce Help | Article