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            Document Generation and Email Configuration for the Request Insurance Proof Service Process

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            3. Financial Services Cloud Admin Guide

            Document Generation and Email Configuration for the Request Insurance Proof Service Process

            Map your intake form data to a standard PDF template. Send the generated document to the policyholder by configuring an Apex action within your fulfillment flow.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.
             
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            Salesforce Help | Article