Introduction to Document Management
The Document Management area is used to manage plan documents and certification letters, including creating plan document and certification letter templates, routing
the documents electronically, and monitoring the status of routed documents.
What You Can Do
You can complete the following tasks in the Document Management area:
• Create plan document and certification letter templates
• Preview and Route plan documents and certification letters
• Check the status of plan documents and certification letters
Typical Implementation Process Flow
Access Control
The Document Management privilege with its underlying pages is needed for access to the Document Management area.
Relationship to Other Areas
The following figure shows how the tasks you perform in the Document Management area fit in the Xactly Incent workflow.
Document Management Chapter Flow