Use this form to track documents received from clients.
After clicking a New Forms, Documents & Evaluations button, select Required Documents from the record type drop down and click continue.
You can also click the Required Document button from the quick action buttons on the Client Tracker record to bypass having to select a record type.
The Required Documents can be found on the Stage Documents Received embedded list on the Client Tracker record. The Stage it appears under is determined by the field Document Stage.
Below are the fields included on the Required Document records.
Document
Select the document received. These options are based on settings entered by your Salesforce administrator.
Select the review decision of the document. If set to "Declined - Request New", it will send the email "10D - Required Document Declined" or create the task "Need New Document for Client Name" based on the value set in Preferred Communication Type. If set to "No - Request New", you must also fill out a Document Declined Reason.
If the Document Reviewed field set to "Declined - Request New", fill out this field to notify the client or Process Manager why the document was declined. For example: Could not open file.
