Configure Document Generation Setting for Omnistudio Document Generation Winter '25 and later releases

In the document generation setting, you can specify the default mechanism for document generation. The server-side document generation is an asynchronous process designed to efficiently render large and complex documents and generate documents in batches. Batch document generation represents a grouping of server-side document generation requests associated with a batch document generation ID. Only one batch document generation request can be processed at a time. You can prevent document generation requests from running indefinitely by turning on the time-out setting. Any individual or batch document generation requests that exceed the specified time limit but are still in progress are terminated and marked as failed. The default timeout is set to 6 hours.

1. From Setup, in the Quick Find box, enter document generation, then select Document Generation Settings.
2. Click New.
3. Enter the values to create the document generation setting.
   1. Enter a label for the document generation settings, such as DocGen.
      The API Name defaults to the label value.
   2. In Document Template Library Name, enter DocgenDocumentTemplateLibrary.
   3. In Generation Mechanism, select Server-Side.
   4. In Preview Type, select PDF or Thumbnail.
   5. To use the server-side document generation mechanism, turn on Enable Server-Side Document Generation.
   6. To group server-side document generation requests with a batch document generation ID, turn on Enable Batch Document Generation.
   7. In Batch Docgen Percent Limit Per Hour, specify the maximum percentage of hourly server-side document generation requests used for batch processing.
      

      Note This setting applies only to the Gov Cloud customers using Omnistudio document generation 1.0. This field isn't applicable for customers who are using Document Generation 2.0. See Get Started With Document Generation 2.0.
   8. To terminate all InProgress document generation requests after a specified time interval, turn on ​​Enable InProgress DocGen Request Time Out.
   9. In InProgress DocGen Request Time Out (hrs), specify the time interval (in hours) after which InProgress DocumentGenerationProcess records are terminated, and the request status is updated to failed.
4. Click Create.