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            Generate a Tear Sheet

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Generate a Tear Sheet

            Generate the tear sheet by using the sample file-based Server-Side OmniScript.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions where Financial Services Cloud is enabled, OmniStudio Winter '23 or later with DocGen functionality is installed, and OmniStudio Managed Package Runtime setting is disabled.
            User Permissions Needed
            To generate a tear sheet:
            • OmniStudio Admin or OmniStudio User
            • DocGenDesigner or DocGenRuntime
            1. On the Summary Document component, click New.
            2. Select a template.
            3. Click Next.
            4. Provide a name for the tear sheet.
            5. Select the preferred document type.
              Note
              Note The sample Server-Side OmniScript supports generating tear sheets as Microsoft Word, Microsoft PowerPoint, Microsoft Word and PDF, or Microsoft PowerPoint and PDF documents.
            6. Click Next.
              The tear sheet is generated in few minutes.
            7. To preview the generated document, from the component, click the link to the document.
            8. To delete a document, from the document’s quick action menu, click Delete.
             
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