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Document Checklist Items
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            Upload a New Version of a Document Checklist Item File

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            1. Salesforce Help
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            3. Document Checklist Items

            Upload a New Version of a Document Checklist Item File

            To change the file associated with a document checklist item, upload a new version.

            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 new version of a file that’s associated with a document checklist item from its parent opportunity or account record.

            1. Open the account or opportunity with the document checklist item you want to upload the new file version 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 New Version.
              Note
              Note If Upload New Version doesn’t appear in the drop-down list, refresh your screen.
            3. Select the file to upload and click Open.
            4. If desired, enter what’s changed between the old version of the file and the new version, and click Upload.
              Note
              Note When you upload a new file version to a document checklist item, only the contents of the document checklist item change, not the file details.
             
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