---
schema_version: "1"
id: 2ef9f6cdd00ce0dd6a0956b85236e5b3821294c4116ef749eb378076af27c6bd
title: Update Opportunity and Account Page Layouts for Document Tracking and Approvals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_add_dci_to_page_layouts.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_add_dci_to_page_layouts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 05462192e87f99d1c824e9104d58a4757629640ac1de8b7c95e2a0d25d50f684
description: Add the Document Checklist Items related list to the Opportunity and Account page layouts.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Update Opportunity and Account Page Layouts for Document Tracking and Approvals

Add the Document Checklist Items related list to the Opportunity and Account page layouts.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance, Manufacturing Cloud, Media Cloud, Net Zero Cloud, Nonprofit Cloud, Public Sector Solutions, and Rebate Management</td></tr></tbody></table>

1. From Setup, open **Object Manager**.
2. Enter Opportunity, then click **Opportunity**.
3. Click **Page Layouts** and then select the layout that your document checklist items users see.
4. On the palette, select **Related Lists**.
5. Drag **Document Checklist Items** from the palette to the Related Lists section and click **Save**. If you’re prompted to overwrite user’s related list customizations, click **Yes**.
6. From Setup, open **Object Manager**.
7. Click **Account**.
8. Click **Page Layouts** and then select the layout that your document checklist items users see.
9. On the palette, select **Related Lists**.
10. Drag **Document Checklist Items** from the palette to the Related Lists section and click **Save**. If you’re prompted to overwrite user’s related list customizations, click **Yes**.