Your Financial Planning business may choose to track Reviews and the sending of the FDS together as a single File Action in Salesforce.
By default, FSCFP has separate values for them on the File Action, and the Type is set to "FDS" when the New FDS wizard is used.
We have added a feature to allow the ability to change the Type, to allow "FDS & Review" together.
Steps on how to set it up
1. Go to Setup
2. Look for Custom Settings
3. Click Manage beside General Settings
4. Click Edit and fill in File Action Type
5. Click Save
Everytime FDS Wizard button is used, FDS & Review is the default Type of the File Action.