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            Clone the Omniscript for the Request Loan Payoff Statement Service Process

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            3. Financial Services Cloud Admin Guide

            Clone the Omniscript for the Request Loan Payoff Statement Service Process

            Clone the FSC/RequestLoanPayoffStatement Omniscript and then activate the new version of the Omniscript. This Omniscript gives your users a guided path for completing the request intake process in the Request Loan Payoff Statement service process. Use the Omniscript as is, or customize it to meet the needs of your business.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To clone the Request Loan Payoff Statement Omniscript: Customize Application
            1. From the App Launcher, find and select Omniscripts.
            2. Select FSC/RequestLoanPayoffStatement.
            3. Click New Version.
            4. Click Activate Version.
             
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