Create document actions

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Create document actions for multi provider documents.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Multi Provider Document > Admin > Document Actions.
    2. Select New.
    3. Enter the Document Action Name.
    4. Select Provider permission, Subflow, and Provider Details.
    5. In the Description field, enter the description.
    6. Select Submit.