---
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title: Dynamically Identify the Documents to Upload for an Assessment
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/discovery_framework_dynamic_document_identification.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.discovery_framework_dynamic_document_identification.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5c0054e5d2b5f9857edfad3dfc4bda788645af71074cb03c9908b74dd3df147b
description: Use the Document Matrix element in Discovery Framework–based Omniscripts to streamline the assessment process and ensure that respondents upload the correct documents.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Dynamically Identify the Documents to Upload for an Assessment

Use the Document Matrix element in Discovery Framework–based Omniscripts to streamline the assessment process and ensure that respondents upload the correct documents.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=ind.discovery_framework_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Discovery Framework and Assessments. Then learn about how your product handles permissions and how to assign them.">View supported product editions</a>.</td></tr></tbody></table>

Add the Discovery Framework Document Matrix element to an assessment form to dynamically generate the list of documents that respondents must upload based on their responses. Before you get started, you must set up the document types and document categories. Then, you can define the decision criteria that the Document Matrix element uses to dynamically identify the required documents. The documents that the respondents upload are automatically saved as document checklist items and attached to the assessment record.

![Document Matrix data model](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-discovery_framework-264-0-0-production-enus/e279ff15-cce5-49ed-87b7-c676317e3119/discovery_framework/images/discovery_framework_documentmatrix_element_data_model.png)

Your users can upload documents only if they’re assigned the Document Checklist Item permission set and Run Decision Table permission. The document matrix component isn't available for Experience Cloud sites and guest users.

## Explore and Learn

Watch this video how to learn to streamline the assessment process and ensure respondents upload correct documents by using the Discovery Framework Document Matrix element for a Financial Services scenario.

If you aren’t able to watch the view in full screen, open the video on a new tab: [![Play button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-discovery_framework-264-0-0-production-enus/e279ff15-cce5-49ed-87b7-c676317e3119/discovery_framework/images/discovery_framework_play_button.png) Streamline Document Uploads in Assessments Using Discovery Framework Document Matrix Element](https://salesforce.vidyard.com/watch/Fcfj1jBCkYusHnhhe1MJxF?).

- **[Set Up Document Types for Document Matrix](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_set_up_document_types.htm&release=264.0.0&type=5)**  
    Define common required document types to associate a new document checklist item with a document type. For example, set up document types such as Driving License, SSN, and Birth Certificate.
- **[Set Up Document Categories](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_set_up_document_categories.htm&release=264.0.0&type=5)**  
    Define document categories to organize document checklist items into logical groups. For example, create the categories Identity Proof, Address Proof, and SSN.
- **[Associate a Document Type with a Document Category](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_associate_a_document_type_to_a_document_category.htm&release=264.0.0&type=5)**  
    Use the Document Category Document Type junction object to link a document type to a document category. For example, associate the document types Driving License and SSN with the Identity Proof document category.
- **[Define Business Rules](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_define_document_decision_rules.htm&release=264.0.0&type=5)**  
    Use the Document Decision Requirement object to specify the criteria that the Document Matrix element uses to determine which documents the respondent must upload for an assessment.
- **[Create a Decision Table for the Document Matrix Element](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_create_a_decision_table_for_the_document_matrix_element.htm&release=264.0.0&type=5)**  
    After you’ve defined the document decision rules in a document decision requirement record, create a decision table to determine the outcome.
- **[Add a Document Matrix Element to an Assessment Form](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_add_a_document_matrix_element_to_an_assessment_form_layout.htm&release=264.0.0&type=5)**  
    The Document Matrix element for Discovery Framework–based Omniscripts uses a decision table to determine which documents a respondent must upload when submitting an assessment. For each required document, a File input element is automatically added to the assessment form layout at runtime.