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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create document actions

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.

Parent Topic:Using Multi Provider Document Services Framework