Generate a Single Client-Side Document

Single document generation is supported using the customizable fndSingleDocxLwc Omniscript. The Omniscript creates client-side documents from your Microsoft Word DOCX or Microsoft PowerPoint PPTX templates.

To make the Omniscript easily available to your sales reps, create a custom button.

You can also modify the Omniscript to meet your specific needs.

To get started generating single client-side document, follow these instructions:

• Customize the fndSingleDocxLwc Omniscript
  You can customize the fndSingleDocxLwc Omniscript according to your requirements. In this example, customize the Omniscript to set a default template and hide the pick a template window during the document generation process.
• Step Properties for the fndSingleDocxLwc Omniscript
  This Omniscript consists of steps, which run sequentially when the Omniscript is invoked. Each step has properties that determine the action the step performs. If you want to change the steps, Salesforce recommends that you either create a new version or clone a copy of this Omniscript.