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            Document Generation in Health Cloud

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            Document Generation in Health Cloud

            With Document Generation, you can generate intake forms, contracts, reports, non-disclosure agreements, and more.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Document Generation for Industries Add On.
            User Permissions Needed
            To use document generation: DocGen Designer
            To use runtime: DocGen Runtime
            To use runtime in a customer community: DocGen Runtime CC
            To use Omnistudio: Omnistudio User
            To administer Omnistudio: Omnistudio Admin

            Salesforce Industries Document Generation enables users to create documents from predefined, customized templates. It merges text-based files, such as Microsoft® Word or PowerPoint®, with other data sources to create a range of customized documents, including contracts, proposals, quotes, and reports. The available output formats include .docx, .pptx, and .pdf.

            To use Document Generation with Health Cloud, follow the post-install steps for Omnistudio and create the permission sets for document generation. For details, see Post-Install Steps for Omnistudio Document Generation.

             
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