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          Assign a Document Generation Request to a Omnistudio Document Generation Batch Process

          Assign a Document Generation Request to a Omnistudio Document Generation Batch Process

          When you create a document generation process request, you can assign it to a document generation batch process.

          REQUIRED EDITIONS
          Available in: Lightning Experience
          Available in: Enterprise, Unlimited, Professional, and Developer Editions
          User Permissions Needed
          To turn on document generation batch process: DocGen Designer permission set
          1. From the App Launcher, find, and click Document Generation Processes.
          2. Click New.
          3. In Document Generation Batch Processes, select the batch generation process that you want to assign to the new document generation process.
            You can assign document generation processes to a batch when the batch is in New, In Progress, or Queued status. You can’t assign requests after the batch reaches Completed.
          4. Enter the details of the document generation process.
          5. Save your changes.
            The document generation process is created, and it opens on the Details tab. The Document Generation Batch Process field shows the batch process associated with the document generation process request.

            Document Generation Request Assigned to a Document Generation Batch Process

           
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