Intelligent Document Automation on Experience Cloud Sites
Save your patients time by letting them use Intelligent Document Automation to upload
their own forms, identification cards, and insurance information to an Experience Cloud
site.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
and Health Cloud Customer Community or Health Cloud Customer Community Plus
licenses.
You can enable authenticated users on an Experience Cloud site to upload documents. Create
the necessary profile, permissions, and object access to show authenticated users the record
list to upload documents.
Important Sharing data with authenticated users must be a careful and thoroughly
considered process.
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