video1.0<iframe src="https://www.loom.com/embed/48f42eab822844bcb5f531e2604975b3" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/48f42eab822844bcb5f531e2604975b3-a01c0404ca501894.gif70.765In this video, I walk you through our required document templates in Salesforce. You can easily access them by typing "required document templates" in the search bar. Each document is categorized by location, and you have the ability to edit its active status and whether it’s required. I also show you how to modify instructions directly from the report by clicking "edit" and enabling field editing. If you need assistance with editing, please reach out for help.