Document generation, tear sheets and e-signature for client documents
Key Takeaway
For meeting preparation, tear sheets come from the Summary Document component. The component uses Omnistudio Document Generation, a template built in Document Template Designer, and a server-side Omniscript to summarize information from one or more objects.
Agentforce Financial Services creates client documents with Omnistudio Document Generation. The Summary Document component builds on Omnistudio Document Generation to produce tear sheets, so users can be better prepared for client meetings. In onboarding, document generation comes after clients sign off on disclosures and consents. At that point the team uses it to collect any final signatures and authorizations.
Omnistudio Document Generation
Omnistudio Document Generation uses Microsoft Word (.docx) and Microsoft PowerPoint (.pptx) templates to produce documents. Examples include contracts, proposals, quotes, reports, non-disclosure agreements and service agreements.
Document generation depends on Omnistudio or Apex classes. You can generate documents with the provided Omniscripts, or you can build your own Omniscripts, Integration Procedures or Apex classes.
Omnistudio Document Generation offers both client-side and server-side generation. Each method has its own common use cases and limitations, so a design picks the method that fits each use case. Omnistudio Document Generation also has general limitations, hourly and daily org limits, and dynamic image limits.
Using Omnistudio Document Generation requires the Omnistudio managed package and the relevant Document Generation licenses.