Import and Activate DocumentTemplateTest for CME Winter '23 and Later Releases

Install and activate the Generic Document Generation Omniscript, and the Omnistudio Data Mappers and Vlocity Action used in the Omniscript.

1. From Setup, in the Quick Find box, enter Static.
2. Click Static Resources.
3. From the View list, select All.
4. Click the letter D.
5. Click DocumentTemplateTest.
6. Right-click View File and click Save Link As....
7. Save the file as vlocity_cmt__DocumentTemplateTest.json.
8. Go to the Vlocity Document Templates tab.
9. Click Import.
10. Click Browse to find the vlocity_cmt__DocumentTemplateTest.json file.
11. Click Next.
12. Ensure that all items are selected, click Next.
13. Review the items to import, click Next.
14. If any error occurs, click Ignore This Error.
15. When the import is complete, click Activate Now.
16. Ensure that all items are selected, click Next.
17. Click Done.