As a dealer, upload the necessary documents as stated in application action items from a funding analyst on the Funding Workbench console to proceed with funding decisions for your customer.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To upload documents | Vehicle and Asset Lending for Partners permission set |
- Log in to the Experience Cloud site.
- From the navigation menu, select Application Form Products and open your record.
- From the Application Action Items tab, click on the application action item assigned to you.
- From the Documents tab, click on the drop-down arrow for a document, and click Upload File.
- Select a document category.
- Select the relevant associated party.
- Upload the relevant file and click Done.
-
Click Next.
An Application Action Item Document Checklist Item record is created that is a junction object associating each document uploaded by the dealer as a document checklist item record to the application action item record it is uploaded to.
- Repeat the same for all the assigned documents.
- Once all the documents are uploaded successfully, mark the application action item as complete.
The stage of the application form product gets marked as Contract Submitted. A new application action item is created for the funding analyst to review.