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Konfigurera dokumentkategoridokumenttyp för finansiella intermediärer
Etablera relationen mellan finansförmedlares dokumenttyper och dokumentkategorier. Associera specifika dokumenttyper med deras respektive dokumentkategorier.
Etablera relationen mellan finansförmedlares dokumenttyper och dokumentkategorier. Associera specifika dokumenttyper med deras respektive dokumentkategorier.
| Tillgängliga i: Lightning Experience i versionerna Professional, Enterprise och Unlimited. |
| Användarbehörigheter som krävs | |
|---|---|
| Skapa en dokumentkategoridokumenttyp: | Behörighetsuppsättningen Digitala lån OCH Dokumentchecklistobjekt |

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