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Financial Services Cloud
Learn and Explore
Plan and Prepare
Set Up and Manage Subverticals
Set Up and Manage Common Capabilities
Agentforce for Financial Services
Set Up and Manage Add-Ons
Extend Financial Services Cloud
Work with Data in Financial Services Cloud
Enter and View Financial Data
Financial Services Cloud Availability and Limitations
PDF Resources

Configure Intelligent Document Automation for Financial Services Cloud

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Configure Intelligent Document Automation for Financial Services Cloud

Configure the Intelligent Document Automation Settings for Authorization and Consent.

Intelligent Document Automation provides a number of settings that control record sharing and how much information is captured when gathering consent responses.

The Intelligent Document Automation Settings page in Setup

To change these settings:

From Setup, enter intelligent in Quick Find. Under the Intelligent Document Automation heading, click Intelligent Document Automation Settings.
To enable a setting, set its toggle to On.

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