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設定 Financial Services Cloud 的智慧文件自動化
設定授權和同意的智慧文件自動化設定。
「智慧文件自動化」提供數個設定,可控制記錄共用,以及在收集同意回應時會收集多少資訊。
變更這些設定:
- 進入「設定」,在「快速尋找」中輸入 智慧。在「智慧文件自動化」標題下,按一下「智慧文件自動化設定」。
- 若要啟用設定,請將其切換開關設定為「開啟」。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。

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