Create the Document Generation Setting for Omnistudio Document Generation Winter '23

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

.

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.