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Add Trailing Documents Requirements to Pages
To meet internal or external compliance requirements, configure an object page to require a trailing document.
- Go to the <Object> detail view, go to the gear menu, and select Edit Page.
- Drag and drop the Vlocity Required Documents onto the <Object> detail page and specify ins-required-documents as the layout name.
- If no categories exist for the <Object>, you can create a default category.
- Go to an <Object> page, upload files into a category, then verify that the files uploaded correctly.
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