In Q2 Origination, a questionnaire created on the Application object can be added to any application. Similarly, a questionnaire created on the Collateral object can be added to any collateral.
Prerequisites
Before you proceed to add a questionnaire, ensure that the following prerequisite is met:
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The questionnaire definition is configured.
To know how to configure a questionnaire definition, see the Questionnaire Configuration section in the Q2 Origination User Guide.
Steps
To add a questionnaire:
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Log in to your Salesforce account.
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Go to
(App Launcher) > Applications.
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On the Applications tab, and from the list of applications, select the required application.
The loan dashboard is displayed.
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Select the Collateraltab.
Collateral’s associated with the application are displayed. On this page, you can also add collateral with the application.
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Go to Questionnaire.
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From the Questionnaire Name list, select the questionnaire to begin answering questions.
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Expand the predefined sections and specify the required answers for the predefined questions.
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Select
.
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On successful submission, a window appears with the message "Submitted Successfully!".
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An error message is displayed if all the required questions are not answered.
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Select Okay.