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            Add Documents to the Send Documents Flow

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            3. Financial Services Cloud Admin Guide

            Add Documents to the Send Documents Flow

            The Send Documents flow has a list of a few commonly used documents. You can add more documents to the list.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Open the Send Documents flow, and then double-click the Correspondence Selection screen element.
            2. In the Edit Screen window, select the Documents list.
            3. In the right pane, under Select Choices, click Add Choice to add a document to the Documents list.
            4. Click Done, and then save your changes.
             
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