Work on a document task to generate agreement documents

Work on a document task to generate customer agreement documents that are required to activate the treasury product.

Before you begin

Role required: sn_bom_document.b2b_agent

About this task

The Document Management Service determines which documents are required in a workflow. If any documents must be collected or distributed to the customer, a task is automatically generated for a document agent. The task is assigned to the document service team or a document agent based on the assignment rules.

Procedure

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Document Service, open the task list.
   • For your assigned tasks, click Assigned to me.
   • For all document tasks, click All.
4. In the list, select the task that you want to work on.
   To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. In the Outbound Documents tab, choose a document.
6. Once the document has been reviewed, click Verify.
7. Optional: In the Work notes field, enter any comments.
8. Click Close.

Result

• The document task moves to the Closed Complete state.
• In the parent treasury case, the Agreement documents stage in the case playbook shows as complete and the case moves to the next stage.