Dokumentskapande och e-postkonfiguration för processen Begär försäkringsbevis
Mappa dina intagningsformulärdata till en standard-PDF-mall. Skicka det dokument som skapas till försäkringstagaren genom att konfigurera en Apex åtgärd i ditt uppfyllandeflöde.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Enterprise, Unlimited och Developer Editions med Financial Services Cloud och enhetlig katalog.
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