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Configure and Use Trailing Documents Requirements
Enrich your org's data by giving Vlocity and Community users the ability to upload documents associated with government, insurance, and health plan objects. For example, let underwriters for property insurance upload required survey and inspection documentation. Let customers applying for life insurance upload required medical test results.
Objects That Support Trailing Document Requirements |
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Vlocity Government |
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Vlocity Insurance and Vlocity Health |
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You can extend support of trailing documents to any custom object by adding a custom lookup field to the Trailing Documents Placeholder Object.
You can create placeholders and categories for trailing documents for any of the supported objects. If you don’t set up categories, another administrator can create a default category name.
Trailing documents can be any format and up to 38 MB in size.
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Customize the Trailing Documents Placeholder Object
Configure the Trailing Document Placeholder object to suit your business needs. The object has several custom fields and you can add more based on the types of information you track.
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Configure Support of Trailing Documents for Custom Objects
Give Vlocity and Community users the ability to upload documents associated with custom objects. In General Settings, add a custom setting corresponding to each object.
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Create a Parent-Child Hierarchy for Trailing Documents
Organize documents associated with different objects within directories. To create the directories, use a custom formula field named UniqueField in the Trailing Document Placeholder object.
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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.
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Set Up Trailing Documents Requirements in Communities
Increase customer engagement and speed up processing with trailing documents in Communities. Let customers and brokers upload supporting documents associated with objects such as quotes, policies, and claims.
- Customize the Trailing Documents Placeholder Object
Configure the Trailing Document Placeholder object to suit your business needs. The object has several custom fields and you can add more based on the types of information you track. - Configure Support of Trailing Documents for Custom Objects
Give Vlocity and Community users the ability to upload documents associated with custom objects. In General Settings, add a custom setting corresponding to each object. - Create a Parent-Child Hierarchy for Trailing Documents
Organize documents associated with different objects within directories. To create the directories, use a custom formula field named UniqueField in the Trailing Document Placeholder object. - Add Trailing Documents Requirements to Pages
To meet internal or external compliance requirements, configure an object page to require a trailing document. - Set Up Trailing Documents Requirements in Communities
Increase customer engagement and speed up processing with trailing documents in Communities. Let customers and brokers upload supporting documents associated with objects such as quotes, policies, and claims.
