Intelligent Document Automation on Experience Cloud Sites | Health Cloud Administration

Save your patients time by letting them use Intelligent Document Automation to upload their own forms, identification cards, and insurance information to an Experience Cloud site.

Available in: Enterprise and Unlimited Editions with Health Cloud

You can enable authenticated users on an Experience Cloud site to upload documents. Create the necessary profile, permissions, and object access to show authenticated users the record list to upload documents.

Sharing data with authenticated users must be a careful and thoroughly considered process.

Important

Set Up an Experience Cloud Site for Intelligent Document Automation
Add the Document Automation record list to an Experience Cloud Site so that patients can upload their own documents.
Give Authenticated Users Access to Intelligent Document Automation
Authenticated users require a custom profile, permission sets, and object access to upload documents using Intelligent Document Automation on an Experience Cloud site.