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Setting Up a New Document in the Org Navigate to the Document Flow Template Object and click the New button, Enter Document Details Document Name: E...

Once you submit your documents, the recommender will review and recommend them. After that, your Approval Manager will review and approve the recommended do...

To Apply for a Document: Go to the Credit Requests tab. You will see the following sub-tabs: Start My Requests Apply for a Document C...

Yes, all users will have access to view all available documents. They can review the list and apply for the documents relevant to them. 

To Enable File Attachments  Follow the steps below to allow users to attach files while submitting a document Go to the Document for Flow Template ob...

Credit Requests Tab Overview The Credit Requests tab serves as a central hub for managing all document-related actions. It provides the following functi...

When the user applies for a document, as a Manager you see it in the Approvals sub-tab of the Credit Requests tab. To approve the documents  Go to ...

By default, a Reporting Manager of the user can approve the user documents. Alternatively, you can create groups in Salesforce and assign them as Approv...

You will receive an email notification when your document is Approved or Rejected. To ensure these notifications are sent, your Manager must include the...

Email Notifications for Document Approvals and Rejections To ensure users receive email notifications when their document is Approved or Rejected, simpl...