Set Up Intelligent Document Automation Users

Determine the users who work with documents and forms and give them the tools they need. For patient referrals, these users typically are case managers or intake coordinators.

1. Assign the permissions and permission sets that users need to work with documents and forms.
   1. In Setup, go to Users, and select the user you want to assign the permission set to.
   2. In the Permission Set License Assignments related list, click Edit Assignments.
   3. Add the Document Checklist and Intelligent Document Workspace permission sets to the list of Enabled Permission Sets.
   4. Save your changes.
      Assign the Document Checklist and Intelligent Document Workspace permission set licenses to the users that work with forms and documents.
2. Give your users full read-write access to the objects that handle form data.
   1. In Setup, go to Profiles and give your profile full read-write access to these objects:
      • Document Checklist Item
      • Location
      • OCR Document Scan Result (if you're also using Intelligent Form Reader)
      • Received Document
        

        Note Provide read access to fields on the Received Document object. Scroll down to Field-level Security and make sure users have read access for these fields:

        • Active
        • Direction
        • Document Number
        • Name
        • Owner Name
        • Priority
        • Source
        • Status
      • Received Document Type
        

        Note Provide read access to fields on the Received Document Type object. Scroll down to Field-level Security and make sure users have read access for these fields:

        • Document Type
        • Name
        • Page Number
        • Received Document
3. Make document checklist items visible to your users.
   1. Go to the object management settings for the Lead object and the Case object.
   2. Edit the page layout and add Document Checklist Items to the Related list for both objects.
   3. Save your changes.
4. Enable Salesforce to display document thumbnails that users can work with.
   1. In Setup, search for Feature Settings and open Salesforce Files.
   2. On the General Settings page, click Edit, and then select Display alternative file previews.
   3. Save your changes.
5. Consider setting up a queue to help users handle the incoming documents.
   1. In Setup, find Queues and click New.
      Give your queue a descriptive name, such as "Home Health Intake".
   2. Under Available Objects, select and add Received Document to the list of Selected Object.
   3. Under Queue Members, select the users who are engaged in receiving and routing documents.
      Add users to the queue, not groups. Document upload is supported only for users.
   4. Save your work.
   

   Tip To make sure all incoming documents get processed, set up a generic queue that contains all documents from which they can be reassigned to other queues.
6. Consider using a flow to assign new received document records to the person or queue of your choice instead of to a default user.
7. If you’re using Intelligent Form Reader, enable users to pull patient data from forms into Health Cloud. Add the OCR Scan Result related list to the Received Document page layout.
   1. From the object management settings for Received Document, go to Page Layouts.
   2. Select Received Document Layout and go to Related List.
   3. Move OCR Document Scan Results to an editable portion of the page.
   4. Save your changes.