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            Upload a File to a Document Checklist Item

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            1. Salesforce Help
            2. Docs
            3. Document Checklist Items

            Upload a File to a Document Checklist Item

            Upload a required document to its associated document checklist item.

            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

            Upload a file to a document checklist item from its associated opportunity or account records.

            Note
            Note You can upload all file types except library files to a document checklist item.
            Note
            Note You can upload one file for a Document Checklist Item. However, you can upload multiple versions of same document.
            1. Open the account or opportunity with the document checklist item you want to upload a file to.
            2. Under Document Checklist Items, click the arrow to the right of the document checklist item you want to upload a file to and select Upload File.
            3. Select the file to upload and click Open.
             
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            Salesforce Help | Article