Create the Document Generation Setting for Omnistudio Document Generation Spring '23 to Summer '24 releases

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

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 checkbox OR Enable Server-Side Document Generation toggle	This setting is not enabled by default. Until Spring '24, the server-side document generation setting was a checkbox, but starting in Summer '24, Salesforce changed it to a toggle. You will need to turn on this setting to set server-side as the document generation mechanism.
   Enable Batch Document Generation	The batch document generation was introduced as a checkbox in Winter '24, and in Summer '24, Salesforce changed it to a toggle. You will need to turn on this setting. 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. Turn on the document generation batch process feature so that the server-side document generation requests are queued and processed within the hourly batch document generation limit.
   Batch Docgen Percent Limit Per Hour	Specify the maximum percentage of hourly server-side document generation requests used for batch processing. This setting applies only to the Gov Cloud customers using Omnistudio document generation.

4. Click Create.