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            Set Up an Experience Cloud Site for Intelligent Document Automation

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            Set Up an Experience Cloud Site for Intelligent Document Automation

            Add the Document Automation record list to an Experience Cloud Site so that patients can upload their own documents.

            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.
            User Permissions Needed
            To use Intelligent Document Automation in Health Cloud: Intelligent Document Workspace User
            To use Intelligent Document Automation on an Experience Cloud Site: Intelligent Document Workspace Community User

            Digital Experiences must be enabled to complete these steps.

            1. From Setup, under Digital Experiences, click All Sites.
            2. Click Builder next to an existing site or click New to create a site.
              1. Select the Customer Account Portal Template.
              2. Enter the Name. We suggest Document Automation.
              3. Enter the URL. We suggest documentautomation.
              4. Click Create.
              5. Click Builder.
            3. In the Builder navigation bar, click the dropdown next to the page name.
            4. Create a page for the Intelligent Document Automation record list.
              1. Click New Page.
              2. Use a Standard page width, then click New Blank Page.
              3. Select Flexible Layout, then click Next.
              4. Enter the Page Name. We suggest Intelligent Document Automation.
              5. Enter the URL. We suggest documentautomation.
              6. Enter the API Name. We suggest DocumentAutomation.
                Note
                Note The Builder appends the API name you enter with __c so that your API name uses the appropriate format. For example, if you enter DocumentAutomation, the API name for the page is DocumentAutomation__c.
              7. Click Create.
            5. On the Document Automation page you created, add the Record List component.
              1. Enter Number of Records. We suggest 25.
              2. For Layout, select Full.
              3. For Object Name, select Received Document.
              4. For Filter Name, select Recently Viewed Received Documents.
              5. Select Allow list pinning.
              6. Select Allow inline edit.
              7. Click Header Properties, and select all header property options.
              8. Select Show All Options.
            6. Publish the Experience site.
            7. Navigate to the Administration Workspace and add profiles and permission sets.
              1. Click the Experiences menu.
              2. Select Administration.
              3. Click Members.
              4. Add the System Administrator and Care Coordinator profiles to the Selected Profiles.
              5. Save your work.
            8. On the Administration panel, click Settings and Activate the Experience site.

            See Also

             
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