Create a document checklist item for each file required from a customer. A customer or
user then uploads a relevant file for the document checklist item, and the files are tracked
through an approval process. Customers upload new versions of rejected documents and track the
progress of their uploaded documentation from submission to approval.
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 Approval Processes and Experience Cloud sites aren’t supported in Professional
edition.
Work with Document Tracking and Approvals Loans, insurance coverage, social services benefits, and other business services and processes often require specific types of supporting documentation from customers or applicants. Create document checklist items for commonly required documents.
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