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Siebel Order Management Guide Addendum for Financial Services > Managing Closing Requirements > Generating Trailing DocumentsThe sales representative must review trailing documents before submitting the financial services application. The Trailing Documents view lists all documents that the customer (or sales representative) must provide before any further processing can be carried out on the application and before the application can be closed. When you are certain that you have collected all information for your financial services application, you can generate the trailing documents. To generate trailing documents from an order
For more information about documents, see Adding Trailing Documents. |
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