Document Autolinking for Entity level and Related Parties

The Document Auto Link feature in Journey Builder enables documents stored on the Entity Profile Page to be automatically linked to matching document requirements when a task opens, eliminating the need for manual linking. Configurators can enable this via a toggle on the Documents V2, Data & Documents (Doc V2), Hierarchy Capture, and Related Party Data & Documents task types. When enabled, the system evaluates all available documents against the acceptable document types of each requirement during task pre-processing, after Document Persistence has run. See the user guide for exclusionary rules.

User Guide Reference: Document Management->Document Requirement Autolinking