Create a Salesforce Document Generation Batch Process

Create a document generation batch process to group and manage a large number of single document generation process requests.

1. From the App Launcher, find and select Document Generation Batch Processes.
2. Click New.
3. Enter a description for the document generation batch process.
4. Select the document category.
   For example, Quotes.
5. Save your changes.
   The document generation batch process is created.