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            Add Disclosures for Applicant Consent in Automotive Lending

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            Add Disclosures for Applicant Consent in Automotive Lending

            Create a disclosure authorization form for Automotive Lending with multiple related form text records that are shown to an applicant on the Review Disclosures and Consent page of the intake guided flow.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create authorization forms: Create and Edit access on Authorization Form
            To create authorization form texts: Create and Edit access on Authorization Form Text

            Make sure all settings for Intelligent Document Automation are enabled in your org. See Configure Intelligent Document Automation.

            1. From the App Launcher, find and select Authorization Forms.
            2. On the Authorization Forms list page, click New.
              1. Enter a descriptive name.
              2. Specify the effective dates.
              3. Indicate whether a person’s signature is required when they give consent.
              4. Specify the name of the regulation or policy that pertains to this authorization form.
              5. Specify how many days a person’s consent remains valid.
              6. Save your changes.
            3. Go to the Related tab of the authorization form record and click New in the Authorization Form Texts related list.
            4. Enter a descriptive name.
            5. Select your locale.
            6. Add the text:
              • If the text is available on a web page, use the Full Authorization Form Url field.
              • If the text is available in an uploaded document file, such as a PDF file, use the Content Document field.
              • If the text is available as a text, use the Detail Authorization Form Text field.
            7. If you’re ready to use this text record with an authorization form, click Is Active.
            8. Skip the Is Read Only checkbox and the Last Activation Date Time fields.
              They update automatically when this record is activated.
            9. Save your changes.
            10. Go to the Authorization Form record you created in step 2.
            11. Click Edit.
            12. From the Default Auth Form Text field, select the authorization form text record you created in Step 9.
              The applicant or the agent must have read access to the Default Authorization Form Text field on the Authorization Form Text object to see the text in intake form.
            13. Save your changes.
              This authorization form is now ready to use for generating authorization requests.
             
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