How to Create a Document Solutions Collection in Salesforce?

Steps to Create a Document Solutions Collection: 

Step 1: First, login to Salesforce.

Step 2: Open Docs Made Easy and search for Collection in the App Launcher.

Then, click on the Document Solution Collection.

Step 3: Click on Create New.

4: Enter the Collection Name and click on Next.

Step 5: Select the required solutions from the available solutions list.

Step 6: Once selected, the solutions will appear in the Collection panel on the right side.

Step 7: After that Click on Next.

Step 8: Open the object record where the solutions are created, click the Gear icon, and select Edit Page.

Step 9: From the component panel, drag the Document Solution Collection component and place it onto the record page.

Step 10: Select the required Document Solution Collection, Then click Save to apply the changes.

Step 11: You can now see that the solutions selected in the collection are displayed in the Document Generation section on the record.

Step 12: Select the required solution and click the Merge & Download button to generate the document.

Step 13: The document generation process will begin, and the selected solution will be processed to generate the document.

                                                                                             Thank you