Overview

This guide walks you through the steps required to attach supporting documentation to an existing paperless request in Salesforce. Follow all steps carefully to ensure requests are processed accurately and on time.

Who This Is For: All Salesforce users, except Coaches.

Before You Begin

Use this guide when the requester notes field is not sufficient due to character limitations, or when supporting documents are required to process a paperless request. This includes situations such as:

• Requester notes exceed the character limit.
• Additional details are necessary for processing.
• Supporting documents are required, such as:
  • Wire refund forms
  • Screenshots
  • Proof of manager approvals
  • Other client documentation

Note: If you have not yet submitted a paperless request, see How to Submit a Paperless Request (PP Req) before continuing.

Step-by-Step Instructions

Step 1: Locate the Request

Navigate to the opportunity from which you submitted the paperless request, or type the request number into the Salesforce search bar to locate the submitted request.

Step 2: Open the Request

Click on the Request Number to open it.

Step 3: Access the Related Tab

In the top-left corner of the request, click on the Related tab.

Step 4: Upload Documentation

Under Notes and Attachments, select Upload Files.

A popup will appear to locate the file on your computer. Select the file, then click Open to upload.

After you click Open, the file will upload. Click Done to complete this portion of the attachment.

Step 5: Verify Assignment

Check that the Assigned To field is set to Jr Par. If it is not, click the pencil icon to edit and reassign it back to Jr Par.

Click the pencil icon, type "Jr Par," and select it from the drop-down menu.

Click Save at the bottom.

Step 6: Confirm Completion

• Ensure the uploaded file appears under Notes and Attachments.
• Confirm that the request is correctly assigned.

Outcome: The supporting documentation is successfully attached, and the request is properly assigned for processing.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.