Pre-OnBoarding Questionnaire

Primary implementation contact (name, email, role)

Expected go-live date

Target environment for initial setup

Do you have an existing Botdoc account, or do you need one set up?

What subdomain will be used to send out the file requests? (For example: securedocs.cloudmaveninc.com)

Which version needs to be setup P1(Push or pull) or P2 (Container)?

Which is the Source Object on which File Request needs to be setup?

Which record type(s) should have the File Request feature?

In Salesforce, this is called the "Source Object" — e.g., Case, Opportunity, Patient Record, Contact.

What fields should be used from the Source Object to get the Name, Email and Mobile# to auto populate the components?

Which apps need the Request Files/Send Files button or Related List list visible?

Example: "Service Console."

Which page layouts/lightning pages need the Request File button or list visible?

Example: "Case Detail page," "Service Console."

Which specific screens need the Media File component? This component keeps a track of all the Files that have been uploaded by the customer.

This is what Salesforce calls "Lightning Record Pages" — the layout a user sees when they open a record.

What should be the default mode to send the requests?

Email or Phone or Both

What should be the default Expiry Date? (Expiry Date: after this date the secure link to upload the files will expire.)

When emails go out, what should recipients see as the "From" address?

Choose: the logged-in user's own email, or a shared/generic address (recommended for support teams). If a shared address, please provide it.

Do you want to enable Two factor authentication?

If yes, the code should be received via Email or SMS?

In case of P2 : How far back would you like to see requests in the Inbox?

Would you like to send a follow-up email if the customer uploads only some of the requested documents?

Please provide the verbiage of Email Templates that might be used to send out File Request for each object(s)

The template includes the SMS Message (if enabled), Email Subject and Message, Portal Message displayed when the customer opens the secure link, and the File Tags available for selection.

In case the reminders is enabled, please provide the verbiage of the reminder emails.

If follow-up emails are enabled for missing documents, please provide the email message/wording to be sent to the customer.

Provide the logo of the company.

Email Login Credentials: Provide the login credentials for the email account used to send emails. This is optional, as emails can also be sent directly from Salesforce using the logged-in user’s email address or an Org-Wide Email Address.

How many licenses do you need?

Which users or profiles need access to Secure Email?

Should File Requests be triggered automatically in certain situations?

Examples:

• Auto-send when record status changes

• Auto-notify patients/customers

• Send reminder if email not accessed

If Yes → Please describe automation logic:

Which template needs to be used for automation?

What should be the frequency of the Batch to pull the File Request status?

In case reminders are enabled, when should the reminders email be sent?

How should users be notified when a file request is completed?

Select all that apply: Salesforce notification (bell icon), email alert, or no notification needed.