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Release Notes

Deferring & Waiving Document V2 Requirements

Related products:Salesforce App
  • August 1, 2024
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If a document requirement for the task cannot be met, a user with the Document Management Defer or Waive permission has the option to: Defer the requirement - indicate in the system that the document cannot be collected right now but will be available at a future date. The user must specify this future date when marking the requirement as Deferred. Waive the requirement - indicate that this document will never be collected.

User Guide Reference: Salesforce User Guide