Enable Design Document Templates in Salesforce Setting

Use Design Document Template to create DOCX, PPT, and Microsoft 365 Word templates in Salesforce. You can also integrate tokens or variables in the templates by replacing tokens with object values. When you enable the Design Document Templates in Salesforce setting, the application automatically creates the Docgen Document Template Library if not already available. To use Microsoft 365 Word, you need the Microsoft Word 365 PSL, included with the Salesforce Contracts license.

Note If you installed the Omnistudio managed package, you can continue using the default Document Template Designer tab by not enabling the Design Document Templates in Salesforce setting.

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, Professional, and Developer Editions

USER PERMISSIONS NEEDED
To enable the setting:	CLM Admin User

1. From Setup, in the Quick Find box, enter Document Generation, and then select General Settings.
2. Turn on Design Document Templates in Salesforce.
   After you enable the setting and assign DocGen Designer permission set, the Design Document Template is visible from the App Launcher.