---
schema_version: "1"
id: e116d760407f9c527da6ecdb938cb94a3c1aeceb5b4a56385dca441577616ad5
title: Enable 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_enable_doc_mgmt.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_enable_doc_mgmt.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 89d3ff584a600b7a9e93bf4894832e2fe98670ad390f4cc3baaf7307d85354fd
description: Set up document tracking and approvals in your organization.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Enable Document Tracking and Approvals

Set up document tracking and approvals in your organization.

### 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>

- **[Assign the Document Checklist Permission Set](https://help.salesforce.com/s/articleView?id=ind.admin_enable_dci_permissions.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.admin_add_dci_to_page_layouts.htm&release=264.0.0&type=5)**  
    Add the Document Checklist Items related list to the Opportunity and Account page layouts.
- **[Set Up Document Types](https://help.salesforce.com/s/articleView?id=ind.admin_define_doctypes.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.admin_dci_community_setup.htm&release=264.0.0&type=5)**  
    Empower your customers by providing them access to document checklist items through Experience Cloud sites.
- **[Update User Profiles for Document Checklist Items](https://help.salesforce.com/s/articleView?id=ind.admin_update_user_profiles.htm&release=264.0.0&type=5)**  
    Add the relevant permissions for the Document Checklist Item object to your user profiles.
- **[Create and Assign User Profiles for Document Checklist Items](https://help.salesforce.com/s/articleView?id=ind.admin_create_user_profile.htm&release=264.0.0&type=5)**  
    Create and assign profiles with access to document checklist items to your users.
- **[Create an Approval Process for Document Tracking and Approvals](https://help.salesforce.com/s/articleView?id=ind.admin_create_approval_process.htm&release=264.0.0&type=5)**  
    Create an approval process for the Document Checklist Item object.
- **[Change Item Deletion Settings](https://help.salesforce.com/s/articleView?id=ind.admin_set_deletion_prefs.htm&release=264.0.0&type=5)**  
    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.