Documents V2 - Waive & Defer

If a document requirement for the task cannot be met, a user with the Document Management Defer or Waive permission has the option to:

1. Defer the requirement: Indicate in the system that the document cannot be collected right now but will be available at a future date. The user must specify this future date when marking the requirement as Deferred.

2. Waive the requirement: Indicate that this document will never be collected.

If necessary, users have the flexibility to waive or defer mandatory or optional document requirements.

User Guide Reference: Salesforce User Guide