Loading
Discovery Framework and Assessments
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Document Types for Document Matrix

            You are here:

            1. Salesforce Help
            2. Docs
            3. Discovery Framework and Assessments

            Set Up Document Types for Document Matrix

            Define common required document types to associate a new document checklist item with a document type. For example, set up document types such as Driving License, SSN, and Birth Certificate.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create document types: View permissions information.
            1. From Setup, in the Quick Find box, enter Document Type, then select Document Type.
            2. Click New Document Type.
            3. Enter a label and an API name.
            4. To add another document type, click Save & New or to finish, click Save.
              Create a document type
             
            Loading
            Salesforce Help | Article