--- schema_version: "1" id: f808088e62a7bb695b80c33ad65ef67e2a9a5493f3c4799442e6065a5250ded7 title: Set Up Quick Document Verification collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ac_reviews_doc_verification.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ac_reviews_doc_verification.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: c539b1ddc443e7eec88222e2ec381a0a2b922f32541e91a4f8fa10994d8b86bf description: Let verifiers and other members of your admissions staff verify application documents directly from the Application Checklist and Reviewer Application Reader components or the Document Checklist Item record page. From the Document Checklist Item record page, admissions staff can also upload new versions of documents and automatically see the updated document in the preview. products: - Education release: "264" --- # Set Up Quick Document Verification Let verifiers and other members of your admissions staff verify application documents directly from the Application Checklist and Reviewer Application Reader components or the Document Checklist Item record page. From the Document Checklist Item record page, admissions staff can also upload new versions of documents and automatically see the updated document in the preview. - **[How Document Verification Works](https://help.salesforce.com/s/articleView?id=sfdo.ac_reviews_doc_verification.htm&release=264.0.0&type=5)** With the right permissions, Users see Accept and Reject buttons when viewing application documents. Clicking one of the buttons updates the Status field on the Document Checklist Item record. Keep in mind that once a User has the correct permissions, they see the document verification buttons on all Document Checklist Items. You can’t specify which Document Checklist Items show the buttons. - **[Verify Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.ac_reviews_doc_verification.htm&release=264.0.0&type=5)** Make sure to assign your users the Document Checklist Item Layout - Admissions Staff page layout. Also make sure our Lightning record page for Document Checklist Items is the default page for the Admissions Connect app. - **[Configure Permissions and Sharing](https://help.salesforce.com/s/articleView?id=sfdo.ac_reviews_doc_verification.htm&release=264.0.0&type=5)** Complete the tasks to allow staff to use the verification buttons. - **[Set Up a List View for Rapid Document Verification](https://help.salesforce.com/s/articleView?id=sfdo.ac_reviews_doc_verification.htm&release=264.0.0&type=5)** Let admissions staff verify documents in rapid succession using split view. Create a list view for Document Checklist Items that meet specific criteria, such as all Document Checklist Items with a Pending status. With split view open to your list view, staff can click each record and quickly accept or reject the documents. - **[Customize the Document Verification Experience](https://help.salesforce.com/s/articleView?id=sfdo.ac_reviews_doc_verification.htm&release=264.0.0&type=5)** If you want users to update the status of documents only when certain conditions exist, set up validation rules on the Document Checklist Item object. For example, set up a validation rule so that staff can only accept or reject Document Checklist Items with files attached or for Applications with a certain status. ## How Document Verification Works With the right permissions, Users see Accept and Reject buttons when viewing application documents. Clicking one of the buttons updates the Status field on the Document Checklist Item record. Keep in mind that once a User has the correct permissions, they see the document verification buttons on all Document Checklist Items. You can’t specify which Document Checklist Items show the buttons. When rejecting a document, staff members can select a reason the document was rejected and leave additional rejection comments. If you have an applicant portal, applicants see the rejection reason and rejection comments in the portal. You can't disable this visibility. After a document is accepted or rejected, admissions staff can change its status or upload a new file using the View Record button in the Application Checklist and Reviewer Application Reader components. ![Official Transcript requirement with Reject and Accept buttons](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/admissions_connect/images/application_materials_reader_doc_verification_buttons.png) ## Verify Page Layouts Make sure to assign your users the Document Checklist Item Layout - Admissions Staff page layout. Also make sure our Lightning record page for Document Checklist Items is the default page for the Admissions Connect app. See [Set Up User Profiles for Admissions Connect](https://help.salesforce.com/s/articleView?id=sfdo.ac_security_profiles.htm&release=264.0.0&type=5 "Create user profiles, set up app access, assign page layouts, and customize object and tab visibility.") and [Set Up Admissions Connect App Basics](https://help.salesforce.com/s/articleView?id=sfdo.ac_config_app_basics.htm&release=264.0.0&type=5 "Get started with the Admissions Connect app by assigning the default Lightning record pages and setting up the navigation menu."). ## Configure Permissions and Sharing Complete the tasks to allow staff to use the verification buttons. 1. Assign users the Admissions Connect - Access Apex Classes for Document Verification permission set. 2. Ensure the user has these additional permissions. - Read and Edit on the Document Checklist Item object - Read and Edit on these Document Checklist Item fields: Accepted, Rejection Comment, Rejection Reason, and Status - Read and Edit on the Action Plan object - Edit on the Action Plan object field Status 3. Ensure the internal sharing settings for Action Plans and Document Checklist Items are set to Public Read/Write. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_note.png) Note If a user only has Read access on the Document Checklist Item object, the button to Accept a document still shows. However, when they click the button, they receive an error because they don’t have Edit access. If you don’t want all users to be able to edit Document Checklist Items, clone the existing Lightning record page layout, remove the Accept button from the Highlights panel, and then assign this new Lightning record page to those users. ## Set Up a List View for Rapid Document Verification Let admissions staff verify documents in rapid succession using split view. Create a list view for Document Checklist Items that meet specific criteria, such as all Document Checklist Items with a Pending status. With split view open to your list view, staff can click each record and quickly accept or reject the documents. ![Admissions Connect app showing split view for Document Checklist Items open while also viewing a Document Checklist Item record page.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/admissions_connect/images/dci_rapid_verificaiton_via_splitview.png) To set up a list view, see [Create and Customize List Views for Admissions Connect](https://help.salesforce.com/s/articleView?id=sfdo.ac_config_list_view.htm&release=264.0.0&type=5 "Help your staff stay focused by setting up list views that best support your institution’s application review process."). ## Customize the Document Verification Experience If you want users to update the status of documents only when certain conditions exist, set up validation rules on the Document Checklist Item object. For example, set up a validation rule so that staff can only accept or reject Document Checklist Items with files attached or for Applications with a certain status. For more information, see [Validation Rules](https://help.salesforce.com/articleview?id=platform.fields_about_field_validation.htm&type=5) in Salesforce Help. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_note.png) Note Without validation rules, users can accept and reject Document Checklist Items that don’t have a file attached. Lastly, consider customizing the picklist values for the Rejection Reason field or customizing the Reject action.