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.
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.
If necessary, users have the flexibility to waive or defer mandatory or optional document requirements.
Documents V2 is now available in a Journey, requiring new permissions including access, create, edit, delete, and waive and defer. Users can upload files via browsing or drag-and-drop, update metadata, and see uploaded documents as labeled chips. Future updates will add waive and defer, bulk upload, matching requirements linking, and intelligent document processing in Salesforce.