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Document Checklist Items
Upload a File to a Document Checklist Item on an Experience Cloud Site

Upload a File to a Document Checklist Item on an Experience Cloud Site

Upload a required document to its associated document checklist item on an Experience Cloud site.

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
  1. Click your profile picture and select My Account.
  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