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在 Financial Services Cloud 中记录核对清单项目
在 Financial Services Cloud 中管理文档审批流程。定义常用文档的文档类型。然后,为客户需要的每个文件创建文档核对清单项目。然后,客户或用户上传文档核对清单项目的相关文件,文件将通过审批流程进行跟踪。客户可以从提交到批准跟踪上传文档的进度。

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在 Financial Services Cloud 中管理文档审批流程。定义常用文档的文档类型。然后,为客户需要的每个文件创建文档核对清单项目。然后,客户或用户上传文档核对清单项目的相关文件,文件将通过审批流程进行跟踪。客户可以从提交到批准跟踪上传文档的进度。
Financial Services Cloud 适用于 Lightning Experience。 适用于:Professional、Enterprise 和 Unlimited Edition |
要了解如何启用文档跟踪和批准并创建文档核对清单项目,请参阅文档跟踪和批准。

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