Omnistudio Document Generation

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Prerequisites for Omnistudio Document Generation Batch Process

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Prerequisites for Omnistudio Document Generation Batch Process

Before you proceed, make sure your organization meets these prerequisites.

Make sure that these permissions are granted to your org:
- DocGen Server-Side Document Generation (DocGenServerSideGeneration)
- DocGen License
Enable server-side document generation email and in-app notification. This setting ensures that the user who initiates the batch process receives alerts when the document generation batch process is complete.

See Also