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            Create Document Types for Vehicle and Asset Lending

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            Create Document Types for Vehicle and Asset Lending

            During the lending intake process, applicants submit various documents for verification and for assessment by the underwriters. Organize these documents by creating document types and categories. For example, associate the document types Driving License with the Proof of Address category, or associate the document types Bank Statements and Salary Slips with the Proof of Income document category.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create document types and categories:

            System Administrator profile

            AND

            User license to access the Document Checklist features user permission
            1. Create document categories.
              1. From Setup, in the Quick Find box, enter Document Category, and then select Document Category.
              2. Click New Document Category.
              3. Enter a label for the document category.
                For example, Proof of Address.
              4. The API name is automatically filled based on the label and can be customized.
                Make sure that each document category has a unique API name.
              5. Enter a description for the document category.
              6. Save your changes.
              7. Repeat the steps to create other categories such as Proof of Income, Proof of Employment, or Photographs.
            2. Create document types.
              1. From Setup, in the Quick Find box, enter Document Type, and then select Document Type.
              2. Click New Document Type.
              3. Enter a label for the document type.
                For example, National Identity Card.
              4. The API name is automatically filled based on the label and can be customized.
                Make sure that each document category has a unique API name.
              5. Make sure that the Is Active checkbox is selected.
              6. Enter a description for the document type.
              7. Save your changes.
              8. Repeat the steps to create other categories such as Driving License, Bank Statements, and Passport.
             
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