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            Add Identification Documents (Managed Package)

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add Identification Documents (Managed Package)

            You can store details about documents used to identify a client.

            Required Editions

            Important
            Important This feature is available in Salesforce orgs that have installed the Financial Services Cloud managed package. This is different from the standard Groups and Households feature, which can be accessed without installing the managed package.
            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. In the client’s profile, open the Related tab.
            2. In the Identification Document section, click New.
            3. If the client isn’t the correct one, remove the client, and select another client or create one.
            4. Enter the document details.
            5. Save the information.
             
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            Salesforce Help | Article