PK4 Tech

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 a certification request, the details will appear under the "Approvals" sub-tab of the "Credit Requests" tab. Your Ma...

To apply for a Document Go to the Credit Requests Tab, You see the following sub tabs: Start My Requests Recommendations Approvals Apply for a ...

Yes, all users will have access to all the documents, they can check and apply for any documents.

To enable the option of attaching files while requesting a certificate, follow these steps: Go to the Document for Flow Template object in your system an...

The Credit Requests tab provides the following functionalities: Request/Apply for a new certificate. View all the certificates you have requested, Appro...

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 the Certificate is Approved or Rejected. To ensure these emails are sent, your Manager must include the emai...

Simply add the email details while creating the document and save it. This ensures that users receive an email notification when their document is Approved ...