---
schema_version: "1"
id: d88fb5b93032e2e4cb6b5602e287b35517c93e8390e365ec44ee9e23b10204f8
title: Upload Documents from the Dealer Portal
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_upload_files_dealer.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_funding_workbench_upload_files_dealer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6b78adaa61c43d868b4127dfd14d4b43448a094ecf0786d3b724559b453484c1
description: 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.
products:
  - Automotive
release: "264"
---
# Upload Documents from the Dealer Portal

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

<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%">
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        <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="d108366e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d108366e71 ">To upload documents</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d108366e71 ">Vehicle and Asset Lending for Partners permission set</td>

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

1. Log in to the Experience Cloud site.
2. From the navigation menu, select **Application Form Products** and open your record.
3. From the Application Action Items tab, click on the application action item assigned to you.
4. From the Documents tab, click on the drop-down arrow for a document, and click **Upload File**.
5. Select a document category.
6. Select the relevant associated party.
7. Upload the relevant file and click **Done**.
8. 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.
9. Repeat the same for all the assigned documents.
10. 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.