Who can request documents in the document manager?

Study for the nCino Business Value Exam. Explore flashcards and multiple choice questions, complete with hints and explanations. Prepare for success!

The correct answer indicates that document requests in the document manager are limited to individuals who have been granted specific permissions. This security measure ensures that sensitive information is accessed only by authorized personnel, maintaining the integrity and confidentiality of the documents being managed.

In organizations, controlling access to documents is essential for compliance with data protection regulations and for safeguarding proprietary or sensitive business information. By allowing only those individuals with the necessary permissions to request documents, the system mitigates risks of unauthorized access and potential data breaches. This structure also simplifies tracking and accountability, as only designated users can initiate document requests.

In contrast, other options imply broader or more restricted access. For example, suggesting that anyone can request documents undermines the importance of data security and could expose the organization to significant risk. Limiting requests to only loan officers or admin staff would unnecessarily restrict access for other employees who may require documents for legitimate purposes. Therefore, the option specifying that only those with permission can request documents aligns with best practices for data management and access control within the organization.

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