As a dealer, upload the necessary documents as stated in application action items from a
funding analyst on the Funding Workbench console to proceed with funding decisions for your
customer.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer
Editions.
User Permissions Needed
To upload documents
Vehicle and Asset Lending for Partners permission set
Log in to the Experience Cloud site.
From the navigation menu, select Application Form Products and open
your record.
From the Application Action Items tab, click on the application action item assigned to
you.
From the Documents tab, click on the drop-down arrow for a document, and click
Upload File.
Select a document category.
Select the relevant associated party.
Upload the relevant file and click Done.
Click Next.
An Application Action Item Document Checklist Item record is created that is a junction
object associating each document uploaded by the dealer as a document checklist item record to
the application action item record it is uploaded to.
Repeat the same for all the assigned documents.
Once all the documents are uploaded successfully, mark the application action item as
complete.
The stage of the application form product gets marked as Contract Submitted. A new
application action item is created for the funding analyst to review.
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