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            Create an Approval Process for Document Tracking and Approvals

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            Create an Approval Process for Document Tracking and Approvals

            Create an approval process for the Document Checklist Item object.

            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
            Note
            Note Approval Processes aren’t supported in Professional Edition.

            Drive your approval process using the standard Status field or a custom field. Approvers for a document checklist item can be account teams, custom fields on the document checklist item, queues, or custom groups.

            See Also

             
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            Salesforce Help | Article