A customer wants to define a specific set of three documents that are required for a business application. They want to provide a checklist that is easy for the applicant to know what needs to be uploaded and manage the uploads easily, but they also want to be consistent with requiring these documents for every business application.
What are the three steps required to do this?

Question

A customer wants to define a specific set of three documents that are required for a business application. They want to provide a checklist that is easy for the applicant to know what needs to be uploaded and manage the uploads easily, but they also want to be consistent with requiring these documents for every business application.

What are the three steps required to do this?

Abigail Dodson · Accepted Answer

Create three Document Checklist Items specifying the required document types for the Action Plan Template & Publish it

Abigail Dodson · Accepted Answer

Create an Action Plan Template with Target Object as Business License Application

Abigail Dodson · Accepted Answer

Create a flow automation to auto-associate the published action plan template to new Business License Applications as they are created

Abigail Dodson · Answer

Create three Tasks specifying the required document types for the Action Plan Template & Publish It

Abigail Dodson · Answer

Create three Document Checklist Items specifying the required document types tied to the Business License Application

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