Document Tracking and Approvals

Create a document checklist item for each file required from a customer. A customer or user then uploads a relevant file for the document checklist item, and the files are tracked through an approval process. Customers upload new versions of rejected documents and track the progress of their uploaded documentation from submission to approval.

Required Editions

Available in: Lightning Experience

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

Note Approval Processes and Experience Cloud sites aren’t supported in Professional edition.

• Enable Document Tracking and Approvals
  Set up document tracking and approvals in your organization.
• Work with Document Tracking and Approvals
  Loans, insurance coverage, social services benefits, and other business services and processes often require specific types of supporting documentation from customers or applicants. Create document checklist items for commonly required documents.