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            Set Up Document Checklist Items for Loan Origination

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            3. Financial Services Cloud Admin Guide

            Set Up Document Checklist Items for Loan Origination

            Streamline the document approval process by verifying the documents in the Document Checklist Items against data from Applicant, Application Form, and Party Profile and their related records.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To assign permission sets:

            System Administrator

            AND

            Document Checklist Item
            To update page layouts.

            Customize Application

            AND

            Financial Services Cloud Standard OR Financial Services Cloud Extension OR FSC Sales OR FSC Service OR FSC Sales and Service
            1. To give your users access to the document checklist items, assign the document checklist permission set.
            2. Update the page layouts of Applicant, Application Form, and Party Profile and their related records.
              Add the Document Checklist Items component to the related list section on the page layouts of Applicant, Application Form, and Party Profile and its related records.

            See Also

             
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            Salesforce Help | Article