Salesforce Docs Portal

Review and Approve Documents

As a funding analyst, review the set of required documents uploaded by a dealer, or upload other necessary documents. Create subtasks for the dealers in case of missing requirements. Finally, approve or reject funding for the loan or lease.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To upload documents Vehicle and Asset Lending permission set
  1. Review funding documents.
    1. From the app launcher, search for and select Funding Workbench.
    2. From the navigation menu, select Application Form Products and open a record.
    3. Go to the Funding Documents tab and review the uploaded files.
    4. To add other necessary documents, click Upload File(s).
    5. Select either a document category or document type.
      At least one of them is mandatory.
    6. Select the relevant associated party.
    7. Upload the relevant file and click Done.
    8. Click Next.
    9. Associate the document to an action item.
      If there are existing action items for the document type, select an action item from the list. If not, create a new one by entering a name and assign it to the relevant user.
    10. Click Next.
  2. Create a new action item for the dealer for review.
    1. From the Assigned Actions tab, click New.
    2. Enter a name.
    3. For type, select Review.
    4. Assign it to the relevant user and add other details as required.
    5. Click Next.
    6. Select either a document category or document type.
    7. Select the relevant associated party.
    8. Upload the relevant files and click Done.
    9. Click Next.
  3. Create a new action item for the dealer for uploading missing files.
    1. From the Assigned Actions tab, click New.
    2. Enter a name.
    3. For type, select Upload.
    4. Assign it to the relevant user and add other details as required.
    5. Click Next.
  4. Create a sub task.
    1. From the Assigned Actions tab, for an application action item, from the navigation menu, click Create Sub Task.
    2. Follow the steps 2.b to 2.i.

Post review, mark the stage as Funding Approved or Funding Rejected to approve or reject funding.