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            Set Up Document Checklist Items in Public Sector

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            Set Up Document Checklist Items in Public Sector

            Turn on document checklists, assign permissions, customize page layouts, and configure document types to store data extracted from documents submitted by constituents.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To set up Document Tracking and Approvals: System Administrator profile

            Use document checklists to route documents submitted by constituents through approval workflows.

            1. Turn on document checklists.
              1. From Setup, in the Quick Find box, enter Document Checklist Settings, and then select Document Checklist Settings.
              2. Turn on Checklist Items with Attachments.
            2. Assign the Document Checklist permission set to users who work with checklist documents and items. For example, assign the permission set to intake officers who process business license applications. For instructions, see View and Assign Permission Sets in Public Sector.

              To allow constituents to constituents to upload document checklist items from an Experience Cloud site, grant Create access to the Document Checklist Item object on the profile you're using for site members.

            3. Add Document Checklist Items to the related lists on application page layouts.
              1. From Setup, in Object Manager, select Business License Application.
              2. Click Page Layouts and then select the layout.
              3. In the palette, click Related Lists.
              4. Drag Document Checklist Items from the palette to the Related Lists section of the page.
              5. Save the layout.
              6. Repeat for the Individual Application object.
            4. Create document types for checklist items and to use for reporting.
              1. From Setup, in the Quick Find box, enter Document Type, and then select Document Type.
              2. Click New Document Type.
              3. Enter a Label, such as Business License Application, and then press Tab to automatically populate the Name field.
              4. Select Is Active and, optionally, enter a description.
              5. Save your work.

            See Also

             
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