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Document Checklist Items
Upload a New Version of a Document Checklist Item File on an Experience Cloud Site

Upload a New Version of a Document Checklist Item File on an Experience Cloud Site

To change the file associated with a document checklist item, upload a new version 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 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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Salesforce Help | Article