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            Create the Document Generation Setting for Omnistudio Document Generation Summer '22

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            Create the Document Generation Setting for Omnistudio Document Generation Summer '22

            The Document Generation Setting you create determines the default mechanism for document generation, either Client-Side or Server-Side.

            Important
            Important

            Server-side document generation isn't enabled by default. To enable this feature, see Enable Server-Side Document Generation Setting for the Omnistudio Package and Salesforce Document Generation.

            1. From Setup, in the Quick Find box, enter document, then click Document Generation Settings.
            2. Click New.
            3. In the New Document Generation Setting window, enter these values:

              Field

              Value

              Label

              Specify a value such as DocGen

              API Name

              (Defaults to Label value)

              Document Template Library Name

              DocgenDocumentTemplateLibrary (default)

              Generation Mechanism

              Choose Client-Side (default) or Server-Side

              Preview Type

              Choose PDF (default) or Thumbnail

              ServerSide Docgen Enabled

              Check if the Generation Mechanism is Server-Side. This setting isn't selected by default.
            4. Click Create.
             
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