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As the name suggests it is a document that contains details about individuals. Now that brings us to the next question what kind of records? It could be anything, anything we want to record including driving license, passport, pan card, aadhar card, visa, pay slips, medical certificates, etc.
Basically, it’s a feature within the application that allows us to store information about individuals in a digital format and gives accessibility (who should be able to access the document, controlled by a security profile), approval routing (each document uploaded here may/ may-not need approvals based on the type of document before the same is available for use).
Related Task Name:
1. Manage Document Type
2. Manage Document Descriptive Flexfield
3. Manage Document Security Profile
4. Manage Extended Lookup (Subcategory)
5. Manage Document Lookups (Category and Status)
I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.