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Vlocity Contract Lifecycle Management
Enable Server-Side Document Generation Setting for the Salesforce Industries Package

Enable Server-Side Document Generation Setting for the Salesforce Industries Package

Server-Side document generation is an asynchronous process that's built for large and rendering-heavy documents and to generate documents in batches. Server-Side document generation is only supported in customer orgs, and it isn't enabled by default.

Important
Important

System administrators can now enable the server-side document generation feature for new customers who have Document Generation licenses auto-provisioned as a result of buying new Vlocity SKUs, and have installed Salesforce Industries Spring '22 release package.

Existing customers who are on Winter '22 or earlier releases and existing customers who upgraded to Spring '22 or later releases must contact Salesforce Support to request access to server-side document generation feature. For more information, see Request Access to Server-Side Document Generation knowledge article.

To enable Server-Side document generation, configure the document generation setting:

  1. From Setup, click Custom Code, and then click Custom Settings.
  2. Next to Contract Management Configuration Setup, click Manage.
  3. Click Edit, and then type the IsServerSideDocGenEnabled setup value as true.
    Note
    Note

    If the IsServerSideDocGenEnabled setting isn't available, click New to add and then type the value as true.

  4. Save your changes.
 
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