You are here:
Create a Omnistudio Document Generation Batch Process
Create a document generation batch process to group and manage a large number of single document generation process requests.
| REQUIRED EDITIONS |
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
| To enable document generation batch process: | DocGen Designer permission set |
- From the App Launcher, find and select Document Generation Batch Processes.
- Click New.
- Enter a description for the document generation batch process.
-
Select the document category.
For example, Quotes.
-
Save your changes.
The document generation batch process is created.
Эта статья решила вашу проблему?
Оставьте свой отзыв, чтобы мы могли стать лучше!