您位於此處:
Financial Services Cloud 中的文件檢查清單項目
在 Financial Services Cloud 中管理文件批准流程。定義常見必要文件的文件類型。接著為客戶所需的每個檔案建立文件檢查清單項目。接著客戶或使用者上載文件檢查清單項目的相關檔案,並透過您的批准流程追蹤檔案。客戶可以追蹤其已上載文件從提交到批准的進度。

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。
在 Financial Services Cloud 中管理文件批准流程。定義常見必要文件的文件類型。接著為客戶所需的每個檔案建立文件檢查清單項目。接著客戶或使用者上載文件檢查清單項目的相關檔案,並透過您的批准流程追蹤檔案。客戶可以追蹤其已上載文件從提交到批准的進度。
Lightning Experience 中可使用 Financial Services Cloud。 提供版本:Professional、Enterprise 及 Unlimited edition |
若要瞭解如何啟用「文件追蹤與批准」並建立「文件檢查清單項目」,請參閱「文件追蹤與批准」。

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.