---
schema_version: "1"
id: a0c5504123d67549cea62efbca738940888e81784d753ce262803b7b5c384c07
title: Review and Approve Documents
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_funding_workbench_review_files_fa.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_funding_workbench_review_files_fa.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 82085b39e7a2420140c28208297d13209ffab6d4af90976d80f9aaac3fc78245
description: 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.
products:
  - Automotive
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d69631e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d69631e71 ">To upload documents</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d69631e71 ">Vehicle and Asset Lending permission set</td>

          </tr>
        </tbody>
      </table>

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.