---
schema_version: "1"
id: 9c906351c0cd39e04bf21db78e67c8fcfb5bd2dc475661271a3c923a8191df55
title: 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_doc_mgmt_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_doc_mgmt_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2cfede51e17f5d20002e5151f12a38ace9778592bd603f99db0153f4841db815
description: 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.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# 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

<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>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-document_management-264-0-0-production-enus/58b7d07c-d5c9-4956-9497-88d328dc7775/images/icon_note.png)

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

- **[Enable Document Tracking and Approvals](https://help.salesforce.com/s/articleView?id=ind.admin_enable_doc_mgmt.htm&release=264.0.0&type=5)**  
    Set up document tracking and approvals in your organization.
- **[Work with Document Tracking and Approvals](https://help.salesforce.com/s/articleView?id=ind.work_with_doc_mgmt.htm&release=264.0.0&type=5)**  
    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.