您在此处:
为 Financial Services Cloud 配置智能文档自动化
配置授权和同意的智能文档自动化设置。
智能文档自动化提供了一些设置,用于控制记录共享,以及在收集同意响应时捕获的信息量。
更改这些设置:
- 从“设置”中,在快速查找中输入智能。在智能文档自动化标题下,单击智能文档自动化设置。
- 要启用设置,将其切换设置为打开。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.