Enable Salesforce Document Generation Batch Process

Before you can start using document generation batch processing, you must enable Document Batch Generation from Document Generation Settings.

REQUIRED EDITIONS

Available in: Lightning Experience

Available in: Enterprise, Unlimited, Professional, and Developer Editions

USER PERMISSIONS NEEDED
To enable document generation batch process:	DocGen Designer permission set

Note The document generation batch process runs under the user who enabled the server-side and document generation batch process settings. This means that after the batch process completes, the Last Modified By field updates to the user who configured these settings, and the generated file is attached to a record under the same user.

1. From Setup, in the Quick Find box, enter document generation, and then select Document Generation Settings.
2. To enable batch document generation, click the arrow corresponding to the document generation setting, and then select Edit.
3. Turn on the Enable Batch Document Generation setting.
4. In Batch Docgen Percent Limit Per Hour, enter a value.
   This field is for backwards compatibility only. You can ignore it if you're using the most recent version of document generation.
5. Click Continue.
   The batch document generation is enabled.