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Siebel Finance Guide > Managing Siebel Finance Applications > Processing Applications (End User) > Creating and Modifying Trailing DocumentsSome applications, such as those for mortgages, require documentation from the applicants. End users can use the Trailing Documents view to track documents to be provided by the applicants. After users set the target date for a trailing document, Siebel Finance, with the help of business processes, creates activities to remind them to call the applicant to provide the necessary document, expediting the approval process. NOTE: For more information on setting up a workflow, see Siebel Business Process Framework: Workflow Guide.
Viewing Outstanding Trailing DocumentsUse the following procedure to view outstanding trailing documents. |
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