As a funding analyst, when the stage of the application form product is Signature
Complete, create application action items for dealers to upload documents on the Funding Workbench
console.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To create application action items |
Vehicle and Asset Lending permission set |
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From the app launcher, search for and select Funding
Workbench.
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From the navigation menu, select Application Form Products and open
a record.
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Go to the Assigned Actions tab.
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Click New.
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Enter a name.
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For type, select the Upload.
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Assign it to the relevant user and add other details as required.
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Save your changes.
