Set up document tracking and approvals in your organization.
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 |
- Assign the Document Checklist Permission Set
Use the Document Checklist permission set to give your users access to document checklist items. - 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. - Set Up Document Types
Define common required document types to associate a new document checklist item with a document type. You can also use document types for filtering in reporting. - Allow Experience Cloud Site Users to Access to Document Checklist Items
Empower your customers by providing them access to document checklist items through Experience Cloud sites. - Update User Profiles for Document Checklist Items
Add the relevant permissions for the Document Checklist Item object to your user profiles. - Create and Assign User Profiles for Document Checklist Items
Create and assign profiles with access to document checklist items to your users. - Create an Approval Process for Document Tracking and Approvals
Create an approval process for the Document Checklist Item object. - Change Item Deletion Settings
Change the Checklist Items with Attachments setting to let document checklist items be deleted, even if files have been uploaded for them. By default, you can’t delete a document checklist item after a file has been uploaded.